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
576
$365K 0.01%
3,325
577
$363K 0.01%
8,327
-1,112
578
$362K 0.01%
+7,101
579
$362K 0.01%
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10,041
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581
$358K 0.01%
9,766
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582
$355K 0.01%
15,393
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583
$355K 0.01%
9,759
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584
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3,180
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588
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$345K 0.01%
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590
$344K 0.01%
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9,663
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$335K 0.01%
3,301
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$335K 0.01%
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598
$334K 0.01%
3,623
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599
$330K 0.01%
5,096
+1,534
600
$330K 0.01%
4,156
-458
22 23
24
25 26