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
601
$329K 0.01%
6,039
+1,118
602
$328K 0.01%
24,405
-3,580
603
$328K 0.01%
12,000
+1,360
604
$327K 0.01%
40,000
605
$325K 0.01%
10,334
606
$324K 0.01%
9,333
-1,089
607
$321K 0.01%
10,147
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608
$320K 0.01%
5,318
+1,819
609
$320K 0.01%
3,366
-294
610
$319K 0.01%
3,615
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611
$317K 0.01%
22,588
-2,643
612
$317K 0.01%
+12,204
613
$316K 0.01%
5,461
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614
$314K 0.01%
+13,315
615
$313K 0.01%
+7,650
616
$311K 0.01%
3,325
617
$311K 0.01%
2,710
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618
$309K 0.01%
41,895
-1,410
619
$308K 0.01%
24,259
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620
$306K 0.01%
2,660
-232
621
$306K 0.01%
+31,066
622
$306K 0.01%
6,685
623
$306K 0.01%
24,740
-13,360
624
$304K 0.01%
30,732
-2,247
625
$304K 0.01%
2,819
+83
23 24
25
26 27