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
676
$256K 0.01%
+4,315
677
$255K 0.01%
2,307
-864
678
$255K 0.01%
6,090
-738
679
$255K 0.01%
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680
$254K 0.01%
+1,975
681
$254K 0.01%
15,471
-5,288
682
$253K 0.01%
3,498
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683
$253K 0.01%
+5,000
684
$253K 0.01%
+7,576
685
$252K 0.01%
4,624
-2
686
$250K 0.01%
26,010
-1,050
687
$250K 0.01%
9,920
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688
$249K 0.01%
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689
$248K 0.01%
3,482
690
$247K 0.01%
13,931
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691
$247K 0.01%
7,146
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692
$247K 0.01%
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693
$245K 0.01%
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694
$244K 0.01%
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695
$242K 0.01%
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696
$239K 0.01%
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697
$238K 0.01%
+3,655
698
$237K 0.01%
9,250
-1,850
699
$236K 0.01%
+4,419
700
$235K 0.01%
+4,132
26 27
28
29 30