Truist Financial

Truist Financial Portfolio holdings

AUM $68.2B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
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
1
$138M 4.46%
3,709,907
-712,843
2
$72.3M 2.33%
1,077,664
+89,522
3
$60.3M 1.94%
701,815
+54,445
4
$56.4M 1.82%
557,045
-7,311
5
$42.4M 1.37%
229,498
+8,080
6
$41.1M 1.32%
2,051,952
-43,820
7
$39.1M 1.26%
525,984
+28,322
8
$36.5M 1.18%
292,367
+414
9
$35.1M 1.13%
939,223
-106,699
10
$34.3M 1.11%
394,032
-7,644
11
$33.4M 1.08%
402,555
+4,838
12
$31.8M 1.03%
237,039
-9,477
13
$31.8M 1.02%
1,093,758
-857
14
$30M 0.97%
417,021
+9,308
15
$29M 0.94%
1,118,652
-14,789
16
$28.5M 0.92%
682,225
+40,693
17
$27.5M 0.89%
480,777
+140,021
18
$26.5M 0.85%
273,064
+339
19
$25.7M 0.83%
1,198,581
-400
20
$25.7M 0.83%
284,111
+421
21
$25M 0.8%
604,502
+50,653
22
$24.9M 0.8%
697,766
+27,767
23
$24.2M 0.78%
264,485
-488
24
$23.9M 0.77%
497,433
+23,637
25
$23.3M 0.75%
427,248
+8,844
1
2 3 4 5