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
726
$232K ﹤0.01%
3,311
+13
727
$231K ﹤0.01%
2,898
-1,953
728
$229K ﹤0.01%
9,488
-170
729
$228K ﹤0.01%
2,395
-20
730
$228K ﹤0.01%
5,578
-2,099
731
$227K ﹤0.01%
+1,971
732
$225K ﹤0.01%
+10,458
733
$225K ﹤0.01%
528
734
$225K ﹤0.01%
+4,270
735
$224K ﹤0.01%
+2,664
736
$223K ﹤0.01%
9,535
-1,350
737
$223K ﹤0.01%
+6,000
738
$220K ﹤0.01%
+5,836
739
$220K ﹤0.01%
10,400
740
$220K ﹤0.01%
2,742
-299
741
$220K ﹤0.01%
+9,660
742
$219K ﹤0.01%
5,000
743
$218K ﹤0.01%
6,440
744
$215K ﹤0.01%
1,000
745
$211K ﹤0.01%
+2,000
746
$210K ﹤0.01%
10,000
747
$209K ﹤0.01%
1,754
-449
748
$208K ﹤0.01%
7,217
+285
749
$208K ﹤0.01%
+3,642
750
$208K ﹤0.01%
1,163
-332
28 29
30
31 32