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
776
– –
-5,009
777
– –
-10,652
778
– –
-9,579
779
– –
-7,719
780
– –
-13,625
781
– –
-2,167
782
– –
-2,452
783
– –
-2,984
784
– –
-5,199
785
– –
-4,324
786
– –
-2,956
787
– –
-12,500
788
– –
-9,750
789
– –
-7,283
790
– –
-10,618
791
– –
-1,485
792
– –
-5,750
793
– –
-12,500
794
– –
-10,493
795
– –
-9,795
796
– –
-4,934
797
– –
-1,160
798
– –
-11,482
799
– –
-5,000
800
– –
-42,668
29 30 31
32
33