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