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
$5.15B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.16M
3
+$7.11M
4
DD icon
DuPont de Nemours
DD
+$6.35M
5
OXY icon
Occidental Petroleum
OXY
+$4.77M

Top Sells

1
+$8.29M
2
+$6.9M
3
+$6.84M
4
MCD icon
McDonald's
MCD
+$6.47M
5
PRXL
Parexel International Corp
PRXL
+$6.37M

Sector Composition

1 Financials 12%
2 Healthcare 11.26%
3 Technology 10.64%
4 Industrials 8.39%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.84M 0.09%
125,817
-12,138
252
$4.83M 0.09%
42,102
-3,338
253
$4.82M 0.09%
66,460
-5,128
254
$4.8M 0.09%
239,189
+158,859
255
$4.71M 0.09%
29,244
+1,952
256
$4.7M 0.09%
104,586
+7,144
257
$4.64M 0.09%
92,677
-1,951
258
$4.53M 0.09%
10,129
+1,034
259
$4.52M 0.09%
58,424
+1,769
260
$4.5M 0.09%
88,959
+2,124
261
$4.38M 0.09%
69,228
-8,899
262
$4.32M 0.08%
39,495
+313
263
$4.31M 0.08%
238,053
-25,125
264
$4.29M 0.08%
143,398
+124,059
265
$4.18M 0.08%
57,234
-3,941
266
$4.14M 0.08%
48,353
-6,274
267
$4.13M 0.08%
58,680
-7,098
268
$4.08M 0.08%
27,015
-61
269
$4.07M 0.08%
10,890
270
$4.03M 0.08%
52,311
+2,792
271
$4M 0.08%
56,874
-747
272
$3.91M 0.08%
26,744
-3,127
273
$3.89M 0.08%
83,091
-6,601
274
$3.87M 0.08%
43,213
-1,094
275
$3.85M 0.07%
147,687
+10,272
9 10
11
12 13