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
126
$11.2M 0.22%
99,588
+4,795
127
$11.2M 0.22%
15,452
+2,970
128
$11.1M 0.22%
255,533
+14,633
129
$11.1M 0.22%
150,907
-7,853
130
$10.9M 0.21%
141,794
-287
131
$10.7M 0.21%
161,898
-2,113
132
$10.4M 0.2%
499,644
-48,589
133
$10.3M 0.2%
535,577
-8,094
134
$10.1M 0.2%
576,201
-12,460
135
$9.87M 0.19%
197,660
-2,524
136
$9.86M 0.19%
195,779
+1,909
137
$9.84M 0.19%
96,073
-3,184
138
$9.7M 0.19%
68,042
+2,024
139
$9.55M 0.19%
68,847
-2,643
140
$9.48M 0.18%
115,276
-1,982
141
$9.34M 0.18%
164,758
-2,733
142
$9.27M 0.18%
190,908
-3,509
143
$9.26M 0.18%
403,009
-6,436
144
$9.21M 0.18%
64,769
-2,040
145
$8.89M 0.17%
106,897
-4,204
146
$8.81M 0.17%
15,052
+2,970
147
$8.8M 0.17%
79,362
+2,706
148
$8.75M 0.17%
89,937
-39,330
149
$8.73M 0.17%
112,911
+1,621
150
$8.73M 0.17%
83,462
-2,720
4 5
6
7 8