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
301
$3.04M 0.06%
58,568
-16,115
302
$3.04M 0.06%
82,822
-6,122
303
$3M 0.06%
11,868
-7,422
304
$3M 0.06%
637,360
-163,900
305
$3M 0.06%
34,017
-72,331
306
$2.96M 0.06%
21,694
-483
307
$2.94M 0.06%
+106,590
308
$2.92M 0.06%
66,885
-7,010
309
$2.9M 0.06%
44,283
310
$2.88M 0.06%
13,964
+1,231
311
$2.88M 0.06%
51,861
-2,179
312
$2.85M 0.06%
121,581
313
$2.81M 0.05%
58,039
-3,792
314
$2.77M 0.05%
44,333
+22,003
315
$2.72M 0.05%
26,008
+2,110
316
$2.69M 0.05%
67,402
+77
317
$2.69M 0.05%
52,280
-4,726
318
$2.68M 0.05%
43,506
+20,838
319
$2.68M 0.05%
24,674
+1,819
320
$2.66M 0.05%
+116,560
321
$2.63M 0.05%
57,829
+5,404
322
$2.63M 0.05%
41,790
-407
323
$2.63M 0.05%
30,693
-491
324
$2.62M 0.05%
397,888
+15,752
325
$2.62M 0.05%
72,054
-5,289
11 12
13
14 15