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
726
$211K 0.01%
+3,035
727
$211K 0.01%
6,575
728
$210K 0.01%
+25,000
729
$210K 0.01%
+5,199
730
$209K 0.01%
+14,832
731
$209K 0.01%
4,592
-2,954
732
$209K 0.01%
+13,899
733
$209K 0.01%
785
-114
734
$208K 0.01%
+1,902
735
$207K 0.01%
+1,173
736
$206K 0.01%
+2,575
737
$205K 0.01%
+1,395
738
$205K 0.01%
+3,485
739
$204K 0.01%
4,387
-21,603
740
$204K 0.01%
+9,566
741
$203K 0.01%
+2,245
742
$203K 0.01%
+2,598
743
$202K 0.01%
+8,190
744
$202K 0.01%
2,206
-504
745
$201K 0.01%
2,877
-752
746
$201K 0.01%
+1,255
747
$201K 0.01%
+6,300
748
$200K 0.01%
11,949
749
$195K 0.01%
+10,817
750
$190K 0.01%
20,210
28 29
30
31 32