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
751
$190K 0.01%
20,210
752
$188K 0.01%
52,000
-1,450
753
$187K 0.01%
19,370
+277
754
$185K 0.01%
7,260
-2,153
755
$181K 0.01%
20,000
-1,000
756
$177K 0.01%
+15,000
757
$173K 0.01%
20,108
-7,980
758
$170K 0.01%
10,650
-1,539
759
$162K 0.01%
1,025
-179
760
$154K 0.01%
11,560
-590
761
$153K ﹤0.01%
11,629
-90,555
762
$139K ﹤0.01%
45,303
-9,340
763
$118K ﹤0.01%
10,900
764
$97K ﹤0.01%
+11,750
765
$94K ﹤0.01%
+10,000
766
$86K ﹤0.01%
+11,605
767
$80K ﹤0.01%
10,496
768
$71K ﹤0.01%
2,713
769
$66K ﹤0.01%
1,200
770
$63K ﹤0.01%
+10,000
771
$59K ﹤0.01%
+3,403
772
$54K ﹤0.01%
+2,146
773
$44K ﹤0.01%
1,260
-25
774
$38K ﹤0.01%
12,010
775
$4K ﹤0.01%
15,103
29 30
31
32 33