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
1
$164M 3.18%
3,491,102
-119,716
2
$154M 2.99%
2,250,013
+104,512
3
$97.2M 1.89%
386,981
+14,738
4
$82.4M 1.6%
658,759
-44,595
5
$79.7M 1.55%
1,070,565
-43,490
6
$79M 1.53%
1,603,168
+70,216
7
$76M 1.48%
1,972,340
-109,880
8
$74.8M 1.45%
1,668,340
+41,314
9
$71M 1.38%
546,068
-32,949
10
$68M 1.32%
829,366
-22,409
11
$67.2M 1.3%
905,172
-1,172
12
$55.1M 1.07%
1,540,235
+69,050
13
$51.3M 1%
577,421
-4,125
14
$50.4M 0.98%
1,019,094
-74,210
15
$48.4M 0.94%
434,714
-29,219
16
$45.4M 0.88%
382,913
-15,383
17
$45.2M 0.88%
1,344,424
-53,170
18
$42M 0.82%
246,095
+17,005
19
$41.7M 0.81%
925,678
+11,963
20
$41.2M 0.8%
263,090
-41,268
21
$41.1M 0.8%
209,636
-13,990
22
$36.7M 0.71%
600,754
-8,785
23
$36.7M 0.71%
391,750
+12,903
24
$36.5M 0.71%
668,994
+33,064
25
$36.5M 0.71%
1,076,180
-9,072
1
2 3 4 5