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
776
$152K ﹤0.01%
17,602
+422
777
$148K ﹤0.01%
10,000
778
$139K ﹤0.01%
3,600
+100
779
$139K ﹤0.01%
+15,000
780
$138K ﹤0.01%
+10,327
781
$130K ﹤0.01%
10,186
-863
782
$123K ﹤0.01%
10,891
+200
783
$113K ﹤0.01%
12,347
784
$102K ﹤0.01%
13,073
+1,073
785
$99K ﹤0.01%
+1,675
786
$69K ﹤0.01%
700
787
$68K ﹤0.01%
1,200
788
$67K ﹤0.01%
1,021
789
$65K ﹤0.01%
550
790
$62K ﹤0.01%
3,300
-10,069
791
$62K ﹤0.01%
+10,145
792
$55K ﹤0.01%
600
793
$51K ﹤0.01%
450
794
$49K ﹤0.01%
14,535
+190
795
$47K ﹤0.01%
+2,008
796
$46K ﹤0.01%
400
797
$44K ﹤0.01%
175
798
$23K ﹤0.01%
600
799
– –
-1,519
800
– –
-11,850
30 31
32
33 34