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
676
$255K 0.01%
2,307
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677
$255K 0.01%
+3,200
678
$255K 0.01%
6,090
-738
679
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680
$254K 0.01%
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-5,288
681
$253K 0.01%
3,498
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683
$253K 0.01%
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684
$252K 0.01%
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685
$250K 0.01%
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-1,050
686
$250K 0.01%
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687
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688
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689
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690
$247K 0.01%
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695
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696
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697
$237K 0.01%
9,250
-1,850
698
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+4,419
699
$235K 0.01%
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700
$232K 0.01%
4,846
26 27
28
29 30