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
701
$232K 0.01%
4,846
702
$230K 0.01%
16,495
703
$230K 0.01%
13,390
-120
704
$230K 0.01%
+2,874
705
$228K 0.01%
2,864
706
$225K 0.01%
11,371
-233
707
$224K 0.01%
17,357
-891
708
$224K 0.01%
+5,148
709
$222K 0.01%
+8,839
710
$222K 0.01%
6,430
+600
711
$221K 0.01%
865
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712
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713
$220K 0.01%
2,793
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714
$219K 0.01%
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715
$219K 0.01%
+16,530
716
$219K 0.01%
8,025
-233
717
$218K 0.01%
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718
$216K 0.01%
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719
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720
$215K 0.01%
5,890
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721
$215K 0.01%
3,090
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722
$214K 0.01%
12,105
+975
723
$214K 0.01%
+3,055
724
$214K 0.01%
+6,687
725
$212K 0.01%
+3,702
27 28
29
30 31