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
276
$3.81M 0.07%
55,136
-5,830
277
$3.74M 0.07%
73,248
-2,245
278
$3.67M 0.07%
104,202
-12,689
279
$3.64M 0.07%
102,619
-27
280
$3.61M 0.07%
32,742
-893
281
$3.43M 0.07%
41,400
-712
282
$3.43M 0.07%
+31,738
283
$3.41M 0.07%
23,369
-587
284
$3.35M 0.06%
51,368
+179
285
$3.31M 0.06%
137,378
-10,630
286
$3.3M 0.06%
84,454
-6,321
287
$3.27M 0.06%
40,773
-4,980
288
$3.25M 0.06%
20,474
-555
289
$3.25M 0.06%
38,999
-2,668
290
$3.22M 0.06%
18,231
-12,511
291
$3.2M 0.06%
415,257
+269,180
292
$3.17M 0.06%
38,410
+2,937
293
$3.14M 0.06%
27,658
-60,179
294
$3.11M 0.06%
19,289
-1,566
295
$3.1M 0.06%
84,540
-17,876
296
$3.09M 0.06%
34,696
+2,566
297
$3.09M 0.06%
44,025
+52
298
$3.09M 0.06%
167,207
-257,010
299
$3.08M 0.06%
37,999
-5,941
300
$3.08M 0.06%
+105,474
10 11
12
13 14