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
201
$6.51M 0.13%
85,659
+31,208
202
$6.49M 0.13%
150,578
-1,188
203
$6.39M 0.12%
48,310
-2,515
204
$6.38M 0.12%
105,287
-3,103
205
$6.38M 0.12%
149,722
-484
206
$6.36M 0.12%
59,807
+6,970
207
$6.28M 0.12%
147,113
-3,756
208
$6.28M 0.12%
100,461
-4,808
209
$6.21M 0.12%
109,466
-3,881
210
$6.19M 0.12%
152,238
+1,174
211
$6.18M 0.12%
256,600
+32,404
212
$6.12M 0.12%
66,775
+676
213
$6.03M 0.12%
44,199
-3,241
214
$5.93M 0.12%
53,505
-2,506
215
$5.92M 0.12%
124,071
-1,186
216
$5.89M 0.11%
38,624
+541
217
$5.87M 0.11%
210,779
+21,368
218
$5.83M 0.11%
43,229
-146
219
$5.78M 0.11%
32,292
-331
220
$5.75M 0.11%
45,015
+430
221
$5.68M 0.11%
125,769
-11,248
222
$5.67M 0.11%
77,654
-8,641
223
$5.66M 0.11%
72,776
+3,365
224
$5.64M 0.11%
94,282
+4,655
225
$5.64M 0.11%
209,985
+1,993
7 8
9
10 11