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
151
$8.69M 0.17%
283,174
+164
152
$8.67M 0.17%
108,267
-13,101
153
$8.66M 0.17%
111,719
-13,731
154
$8.61M 0.17%
238,857
-3,024
155
$8.6M 0.17%
289,804
-10,005
156
$8.59M 0.17%
183,480
+3,349
157
$8.59M 0.17%
301,782
-6,064
158
$8.45M 0.16%
27,217
-601
159
$8.41M 0.16%
162,540
-7,424
160
$8.39M 0.16%
33,885
+4,932
161
$8.36M 0.16%
164,772
+10,062
162
$8.28M 0.16%
47,843
+120
163
$8.25M 0.16%
115,726
+5,289
164
$8.24M 0.16%
171,122
+15,162
165
$8.21M 0.16%
106,784
+5,392
166
$8.16M 0.16%
57,476
+930
167
$8.14M 0.16%
68,714
-5,132
168
$8.13M 0.16%
131,061
-11,036
169
$8.07M 0.16%
202,081
-943
170
$8.01M 0.16%
898,166
+29,155
171
$7.99M 0.16%
210,925
-10,966
172
$7.96M 0.15%
99,953
-1,168
173
$7.93M 0.15%
93,648
-9,609
174
$7.92M 0.15%
228,600
-7,314
175
$7.91M 0.15%
173,267
+53
5 6
7
8 9