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
$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
26
$35.9M 0.7%
266,021
-18,148
27
$35.7M 0.69%
240,787
+1,980
28
$35.6M 0.69%
819,657
+71,532
29
$34.4M 0.67%
1,163,739
-10,435
30
$34M 0.66%
548,524
-19,073
31
$33.3M 0.65%
144,237
+5,561
32
$32.6M 0.63%
358,416
-26,557
33
$32.6M 0.63%
239,663
-4,706
34
$32.1M 0.62%
267,337
+67,713
35
$31.2M 0.6%
576,800
+86,672
36
$30.7M 0.6%
476,029
-66,802
37
$30.3M 0.59%
564,641
-48,553
38
$28.5M 0.55%
256,798
+1,740
39
$28.4M 0.55%
745,653
-64,155
40
$28.4M 0.55%
949,437
+33,534
41
$28.3M 0.55%
192,525
+13,460
42
$26.8M 0.52%
559,460
-20,540
43
$26.8M 0.52%
347,738
-10,442
44
$25.7M 0.5%
495,991
-159,849
45
$25.6M 0.5%
301,519
-21,947
46
$25.3M 0.49%
215,321
+3,050
47
$24.4M 0.47%
457,876
-15,881
48
$24.4M 0.47%
481,456
+54,104
49
$24.3M 0.47%
301,105
-6,810
50
$24.2M 0.47%
208,429
-24,366
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