Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.1B
AUM Growth
+$282M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.28M
3
+$6.01M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.36M
5
LNC icon
Lincoln National
LNC
+$4.98M

Top Sells

1
+$26.6M
2
+$10.6M
3
+$6.08M
4
MSFT icon
Microsoft
MSFT
+$3.99M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$3.5M

Sector Composition

1 Financials 12.6%
2 Healthcare 10.32%
3 Technology 9.94%
4 Energy 9.58%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$409K 0.01%
8,440
-122
552
$406K 0.01%
110,000
553
$405K 0.01%
11,358
-740
554
$404K 0.01%
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-1,801
555
$403K 0.01%
5,483
+1,166
556
$401K 0.01%
+8,257
557
$399K 0.01%
6,339
558
$393K 0.01%
14,213
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559
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2,420
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560
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-7
561
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6,608
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562
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7,639
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563
$382K 0.01%
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564
$382K 0.01%
7,584
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565
$378K 0.01%
7,512
566
$377K 0.01%
+11,357
567
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569
$372K 0.01%
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570
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5,533
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571
$369K 0.01%
6,811
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572
$368K 0.01%
6,284
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573
$367K 0.01%
7,895
-1,499
574
$366K 0.01%
5,639
+140
575
$365K 0.01%
7,411
-459
21 22
23
24 25