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
651
$275K 0.01%
27,440
-3,224
652
$275K 0.01%
9,476
-1,635
653
$274K 0.01%
3,419
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$272K 0.01%
4,270
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655
$272K 0.01%
3,234
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656
$272K 0.01%
+6,245
657
$270K 0.01%
4,785
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658
$270K 0.01%
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659
$270K 0.01%
17,300
+2,640
660
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7,505
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$267K 0.01%
3,402
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662
$265K 0.01%
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663
$264K 0.01%
14,776
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664
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3,752
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665
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$261K 0.01%
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670
$259K 0.01%
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-254
671
$259K 0.01%
5,250
-1,995
672
$258K 0.01%
5,107
673
$257K 0.01%
+3,860
674
$257K 0.01%
3,234
-165
675
$256K 0.01%
+4,315
25 26
27
28 29