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
551
$586K 0.01%
10,894
-3,012
552
$573K 0.01%
2,560
+1,408
553
$571K 0.01%
20,192
-47
554
$570K 0.01%
5,335
+21
555
$568K 0.01%
15,748
-1,416
556
$568K 0.01%
31,018
-1,276
557
$564K 0.01%
15,000
558
$553K 0.01%
25,808
+7,680
559
$552K 0.01%
18,945
+6,019
560
$549K 0.01%
3,208
561
$534K 0.01%
8,376
-570
562
$526K 0.01%
10,000
563
$523K 0.01%
15,545
+3,650
564
$518K 0.01%
9,020
-728
565
$517K 0.01%
6,331
-1,470
566
$513K 0.01%
10,587
+1,178
567
$513K 0.01%
10,000
568
$507K 0.01%
4,312
-94
569
$504K 0.01%
6,780
-998
570
$503K 0.01%
4,309
-451
571
$501K 0.01%
10,000
572
$497K 0.01%
4,443
+134
573
$496K 0.01%
17,062
574
$495K 0.01%
4,675
575
$491K 0.01%
24,597
-2,127
21 22
23
24 25