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
101
$8.17M 0.26%
110,672
+6,148
102
$8.14M 0.26%
230,593
-2,746
103
$8.11M 0.26%
71,046
+10,273
104
$8.06M 0.26%
125,016
+2,978
105
$8.03M 0.26%
97,710
+88,480
106
$8.03M 0.26%
95,600
-26,338
107
$8.03M 0.26%
6,904
-1,882
108
$7.98M 0.26%
130,277
+1,074
109
$7.88M 0.25%
213,292
+11,649
110
$7.83M 0.25%
198,652
+18,760
111
$7.74M 0.25%
67,418
+2,402
112
$7.62M 0.25%
146,788
-12,004
113
$7.5M 0.24%
257,090
-16,279
114
$7.46M 0.24%
99,043
-3,227
115
$7.4M 0.24%
149,365
+29,338
116
$7.33M 0.24%
297,048
+33,172
117
$7.24M 0.23%
184,608
-882
118
$7.23M 0.23%
121,902
+1,214
119
$7.19M 0.23%
158,378
-5,188
120
$7.16M 0.23%
119,462
+71,876
121
$7.07M 0.23%
139,379
-11,559
122
$7.01M 0.23%
48,108
+5,342
123
$6.95M 0.22%
105,842
-3,812
124
$6.65M 0.21%
79,236
-2,390
125
$6.65M 0.21%
96,267
-3,510
3 4
5
6 7