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
201
$3.64M 0.12%
50,745
+6,218
202
$3.59M 0.12%
186,394
+16,843
203
$3.55M 0.11%
412,374
-26,492
204
$3.49M 0.11%
188,940
+7,560
205
$3.47M 0.11%
49,002
-11,822
206
$3.46M 0.11%
46,850
-6,441
207
$3.42M 0.11%
67,990
+57,921
208
$3.38M 0.11%
36,424
-431
209
$3.38M 0.11%
19
-2
210
$3.35M 0.11%
128,783
-43,283
211
$3.34M 0.11%
25,237
-538
212
$3.26M 0.11%
26,675
+1,986
213
$3.23M 0.1%
193,361
-8,465
214
$3.21M 0.1%
40,040
+6,003
215
$3.18M 0.1%
46,741
+12,211
216
$3.17M 0.1%
21,316
+1,666
217
$3.13M 0.1%
25,709
-2,543
218
$3.13M 0.1%
40,289
+2,588
219
$3.11M 0.1%
88,731
-4,592
220
$3.1M 0.1%
147,669
+6,950
221
$3.05M 0.1%
+160,000
222
$2.95M 0.1%
62,603
-240
223
$2.93M 0.09%
63,872
+6,341
224
$2.93M 0.09%
57,436
-1,143
225
$2.92M 0.09%
38,122
+6,695
7 8
9
10 11