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
176
$4.41M 0.14%
77,330
-804
177
$4.39M 0.14%
167,355
+3,627
178
$4.37M 0.14%
69,272
+1,203
179
$4.36M 0.14%
79,048
-32,660
180
$4.32M 0.14%
257,705
+61,201
181
$4.29M 0.14%
64,207
+309
182
$4.27M 0.14%
49,064
+225
183
$4.27M 0.14%
65,993
-27,914
184
$4.18M 0.13%
117,512
-24,288
185
$4.13M 0.13%
77,046
+7,065
186
$4.12M 0.13%
45,417
+2,967
187
$4.08M 0.13%
825,157
+16,767
188
$4.07M 0.13%
49,599
-113
189
$4.04M 0.13%
56,351
-1,172
190
$4.03M 0.13%
48,920
+2,210
191
$4.03M 0.13%
37,819
+1,835
192
$3.97M 0.13%
27,624
-23,024
193
$3.97M 0.13%
175,793
-4,650
194
$3.94M 0.13%
28,460
-1,659
195
$3.88M 0.12%
28,407
+771
196
$3.85M 0.12%
154,078
+7,174
197
$3.8M 0.12%
76,272
+16,121
198
$3.73M 0.12%
46,968
-7,051
199
$3.69M 0.12%
66,256
+15,796
200
$3.64M 0.12%
25,846
+7,173
6 7
8
9 10