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
651
$276K 0.01%
4,946
-1,472
652
$275K 0.01%
27,440
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$275K 0.01%
9,476
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655
$272K 0.01%
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656
$272K 0.01%
3,234
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657
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658
$270K 0.01%
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659
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660
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17,300
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661
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14,776
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665
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51,580
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670
$259K 0.01%
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$259K 0.01%
5,250
-1,995
673
$258K 0.01%
5,107
674
$257K 0.01%
+3,860
675
$257K 0.01%
3,234
-165
25 26
27
28 29