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
76
$11.3M 0.36%
217,151
+3,112
77
$11.2M 0.36%
212,019
+14,645
78
$11.2M 0.36%
156,758
+74,994
79
$11.2M 0.36%
211,934
+51,494
80
$10.9M 0.35%
183,464
+11,514
81
$10.8M 0.35%
154,429
-86,648
82
$10.7M 0.35%
115,245
+7,910
83
$10.5M 0.34%
714,712
+43,236
84
$10.3M 0.33%
349,547
+145,188
85
$10.1M 0.33%
484,420
+66,336
86
$9.97M 0.32%
259,778
+1,703
87
$9.8M 0.32%
558,156
+135,068
88
$9.76M 0.31%
127,724
+9,210
89
$9.73M 0.31%
433,732
-6,574
90
$9.55M 0.31%
80,577
+13,479
91
$9.39M 0.3%
406,831
-1,969
92
$9.39M 0.3%
80,862
-14,817
93
$9.29M 0.3%
538,584
+96,080
94
$9.14M 0.29%
164,292
+4,248
95
$8.86M 0.29%
507,979
+25,657
96
$8.82M 0.28%
127,793
+1,558
97
$8.82M 0.28%
358,048
+16,248
98
$8.51M 0.27%
145,520
-10,239
99
$8.43M 0.27%
152,684
+7,215
100
$8.3M 0.27%
75,425
+4,516
2 3
4
5 6