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
151
$5.2M 0.17%
62,049
-940
152
$5.2M 0.17%
96,360
+3,884
153
$5.18M 0.17%
463,258
154
$5.12M 0.17%
23,615
-14,422
155
$5.12M 0.16%
165,176
156
$5.12M 0.16%
172,286
+11,352
157
$5.11M 0.16%
71,647
+6,178
158
$4.89M 0.16%
415,489
+81,800
159
$4.89M 0.16%
141,325
-24,682
160
$4.89M 0.16%
65,082
+1,530
161
$4.84M 0.16%
114,754
-1,156
162
$4.83M 0.16%
19,799
+367
163
$4.82M 0.16%
117,825
-2,311
164
$4.77M 0.15%
26,834
+2,510
165
$4.75M 0.15%
99,966
-7,081
166
$4.71M 0.15%
70,016
-252
167
$4.68M 0.15%
75,861
-1,983
168
$4.68M 0.15%
65,390
-2,489
169
$4.67M 0.15%
23,438
-2,622
170
$4.67M 0.15%
105,560
+16,074
171
$4.61M 0.15%
97,049
+3,883
172
$4.52M 0.15%
37,976
+115
173
$4.48M 0.14%
323,173
-3,967
174
$4.45M 0.14%
115,338
+6,397
175
$4.43M 0.14%
44,502
+14,615
5 6
7
8 9