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
726
$212K 0.01%
+2,188
727
$211K 0.01%
+3,035
728
$211K 0.01%
6,575
729
$210K 0.01%
+25,000
730
$210K 0.01%
+5,199
731
$209K 0.01%
+14,832
732
$209K 0.01%
4,592
-2,954
733
$209K 0.01%
+13,899
734
$209K 0.01%
7,853
-1,140
735
$208K 0.01%
+1,902
736
$207K 0.01%
+1,173
737
$206K 0.01%
+2,575
738
$205K 0.01%
+1,395
739
$205K 0.01%
+3,485
740
$204K 0.01%
4,387
-21,603
741
$204K 0.01%
+9,566
742
$203K 0.01%
+2,245
743
$203K 0.01%
+2,598
744
$202K 0.01%
+8,190
745
$202K 0.01%
2,206
-504
746
$201K 0.01%
+1,255
747
$201K 0.01%
+6,300
748
$201K 0.01%
2,877
-752
749
$200K 0.01%
11,949
750
$195K 0.01%
+10,817
28 29
30
31 32