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
126
$6.61M 0.21%
120,786
-7,047
127
$6.59M 0.21%
86,395
-2,667
128
$6.57M 0.21%
3,436
+1,072
129
$6.52M 0.21%
195,084
-22,246
130
$6.46M 0.21%
256,713
+34,062
131
$6.36M 0.2%
141,295
-1,935
132
$6.32M 0.2%
143,840
-5,358
133
$6.29M 0.2%
158,078
+19,341
134
$6.02M 0.19%
119,290
+8,216
135
$5.95M 0.19%
385,517
+1,057
136
$5.88M 0.19%
198,307
-29,201
137
$5.86M 0.19%
49,977
-979
138
$5.72M 0.18%
367,153
+44,846
139
$5.71M 0.18%
90,552
-46,256
140
$5.66M 0.18%
65,812
+3,858
141
$5.62M 0.18%
54,153
+2,910
142
$5.58M 0.18%
30,052
-458
143
$5.53M 0.18%
163,116
+2,674
144
$5.42M 0.17%
131,433
+20,520
145
$5.41M 0.17%
131,632
-21,256
146
$5.39M 0.17%
134,384
+3,071
147
$5.32M 0.17%
139,038
-16,457
148
$5.29M 0.17%
52,784
+3,936
149
$5.2M 0.17%
56,013
+17,727
150
$5.2M 0.17%
54,203
-702
4 5
6
7 8