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
51
$15.8M 0.51%
190,401
+9,396
52
$15.7M 0.5%
208,430
-438
53
$15.5M 0.5%
240,373
+53,541
54
$15.3M 0.49%
215,955
+4,521
55
$14.9M 0.48%
663,929
-10,495
56
$14.9M 0.48%
370,973
+776
57
$14.5M 0.47%
190,104
+10,146
58
$14.3M 0.46%
316,886
+76,968
59
$14.3M 0.46%
730,350
+47,945
60
$14.2M 0.46%
79,443
-4,187
61
$14M 0.45%
120,196
-2,754
62
$14M 0.45%
151,055
+8,946
63
$13.6M 0.44%
276,075
-1,998
64
$13.5M 0.43%
677,020
-47,180
65
$13.4M 0.43%
170,485
+9,570
66
$13.2M 0.43%
352,032
+40,116
67
$12.6M 0.41%
176,268
+5,499
68
$12.6M 0.4%
144,060
+3,068
69
$12.3M 0.4%
231,336
+7,741
70
$12.1M 0.39%
208,358
+30,216
71
$12M 0.39%
304,530
+12,724
72
$12M 0.39%
431,281
+34,398
73
$11.9M 0.38%
169,502
+40,222
74
$11.6M 0.37%
215,486
+39,128
75
$11.4M 0.37%
98,925
+5,673
1 2
3
4 5