Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$7.84M
2
+$6.69M
3
+$5.85M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.2M
5
LNC icon
Lincoln National
LNC
+$4.62M

Top Sells

1
+$24.6M
2
+$10.3M
3
+$5.79M
4
MSFT icon
Microsoft
MSFT
+$3.88M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$3.39M

Sector Composition

1 Financials 12.48%
2 Healthcare 10.32%
3 Technology 9.89%
4 Energy 9.58%
5 Consumer Staples 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$363K 0.01%
8,327
-1,112
577
$362K 0.01%
+7,101
578
$362K 0.01%
8,460
-487
579
$359K 0.01%
20,082
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580
$358K 0.01%
9,766
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581
$355K 0.01%
9,759
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582
$355K 0.01%
4,777
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583
$355K 0.01%
15,393
-1,720
584
$353K 0.01%
9,656
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$351K 0.01%
14,414
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586
$348K 0.01%
3,180
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587
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5,310
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588
$345K 0.01%
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-311
589
$344K 0.01%
11,910
+800
590
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14,420
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-240
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9,663
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595
$335K 0.01%
3,301
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596
$335K 0.01%
+9,357
597
$334K 0.01%
3,623
-291
598
$330K 0.01%
5,096
+1,534
599
$330K 0.01%
4,156
-458
600
$329K 0.01%
6,039
+1,118
22 23
24
25 26