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
76
$17.7M 0.34%
161,710
-1,159
77
$17.5M 0.34%
240,388
-21,378
78
$17.2M 0.33%
92,111
+4,863
79
$17.1M 0.33%
269,035
-3,368
80
$17M 0.33%
243,402
-12,254
81
$17M 0.33%
219,799
-18,230
82
$16.7M 0.32%
219,076
+8,502
83
$16.6M 0.32%
348,486
-13,167
84
$16.4M 0.32%
100,108
+1,321
85
$16.4M 0.32%
64,363
-4,136
86
$16.3M 0.32%
219,774
-3,372
87
$16.2M 0.31%
93,855
+6,563
88
$16.2M 0.31%
306,958
-13,518
89
$15.7M 0.31%
177,816
-12,710
90
$15.6M 0.3%
269,951
-59,759
91
$15.4M 0.3%
156,196
-18,614
92
$15.3M 0.3%
622,807
+61,696
93
$15.2M 0.29%
182,687
-15,301
94
$15.2M 0.29%
375,461
+874
95
$15.2M 0.29%
411,038
-60,168
96
$15.1M 0.29%
204,257
+4,881
97
$15M 0.29%
99,387
-222
98
$14.9M 0.29%
128,584
-12,578
99
$14.2M 0.28%
175,090
+9,267
100
$14.1M 0.27%
167,726
-752
2 3
4
5 6