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
101
$14M 0.27%
234,607
-22,288
102
$14M 0.27%
146,187
-22,371
103
$13.9M 0.27%
252,682
+4,382
104
$13.9M 0.27%
117,828
-4,226
105
$13.8M 0.27%
137,720
+9,956
106
$13.7M 0.27%
409,384
107
$13.5M 0.26%
279,922
+4,315
108
$13.4M 0.26%
106,519
-4,871
109
$13.2M 0.26%
93,649
+10,709
110
$13M 0.25%
113,711
-1,289
111
$12.9M 0.25%
200,484
+74,310
112
$12.9M 0.25%
189,737
-7,776
113
$12.5M 0.24%
216,253
-1,840
114
$12.4M 0.24%
80,763
-9,530
115
$12.4M 0.24%
168,800
-2,897
116
$12.3M 0.24%
66,881
-5,346
117
$12.2M 0.24%
237,404
-27,870
118
$12.2M 0.24%
100,272
-4,699
119
$11.7M 0.23%
186,822
+21,114
120
$11.7M 0.23%
83,695
+45,465
121
$11.6M 0.22%
477,580
-15,130
122
$11.3M 0.22%
148,979
-19,938
123
$11.3M 0.22%
114,743
-8,543
124
$11.3M 0.22%
322,601
-4,225
125
$11.2M 0.22%
54,504
-1,555
3 4
5
6 7