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
701
$230K 0.01%
+2,874
702
$230K 0.01%
16,495
703
$230K 0.01%
13,390
-120
704
$228K 0.01%
2,864
705
$225K 0.01%
11,371
-233
706
$224K 0.01%
+5,148
707
$224K 0.01%
17,357
-891
708
$222K 0.01%
+8,839
709
$222K 0.01%
6,430
+600
710
$221K 0.01%
865
-84
711
$220K 0.01%
+2,630
712
$220K 0.01%
2,793
-205
713
$219K 0.01%
+3,374
714
$219K 0.01%
+16,530
715
$219K 0.01%
8,025
-233
716
$218K 0.01%
+11,426
717
$216K 0.01%
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718
$215K 0.01%
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719
$215K 0.01%
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-235
720
$215K 0.01%
3,090
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721
$214K 0.01%
12,105
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722
$214K 0.01%
+3,055
723
$214K 0.01%
+6,687
724
$212K 0.01%
+3,702
725
$212K 0.01%
+2,188
27 28
29
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