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
601
$328K 0.01%
24,405
-3,580
602
$328K 0.01%
12,000
+1,360
603
$327K 0.01%
40,000
604
$325K 0.01%
10,334
605
$324K 0.01%
9,333
-1,089
606
$321K 0.01%
10,147
+971
607
$320K 0.01%
5,318
+1,819
608
$320K 0.01%
3,366
-294
609
$319K 0.01%
3,615
+1,164
610
$317K 0.01%
22,588
-2,643
611
$317K 0.01%
+12,204
612
$316K 0.01%
5,461
+189
613
$314K 0.01%
+13,315
614
$313K 0.01%
+7,650
615
$311K 0.01%
3,325
616
$311K 0.01%
2,710
+212
617
$309K 0.01%
41,895
-1,410
618
$308K 0.01%
24,259
+2,281
619
$306K 0.01%
2,660
-232
620
$306K 0.01%
+31,066
621
$306K 0.01%
6,685
622
$306K 0.01%
24,740
-13,360
623
$304K 0.01%
30,732
-2,247
624
$304K 0.01%
2,819
+83
625
$303K 0.01%
+3,602
23 24
25
26 27