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
$52B
AUM Growth
-$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$168M
3
+$148M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$134M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$114M

Top Sells

1
+$154M
2
+$78.2M
3
+$71.5M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$62.5M
5
KO icon
Coca-Cola
KO
+$62.5M

Sector Composition

1 Technology 10.92%
2 Healthcare 9.75%
3 Financials 8.76%
4 Consumer Discretionary 6.24%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42.4M 0.08%
248,336
+5,737
227
$41.5M 0.08%
243,582
-25,084
228
$41.2M 0.08%
1,822,175
+1,777,438
229
$41.1M 0.08%
663,343
+31,365
230
$41M 0.08%
304,099
-30,523
231
$41M 0.08%
191,024
+2,138
232
$40.9M 0.08%
1,215,631
-1,969
233
$40.4M 0.08%
543,540
-25,878
234
$40.2M 0.08%
1,322,802
-5,058,551
235
$40.1M 0.08%
545,333
-2,396
236
$40M 0.08%
635,037
-28,339
237
$39.9M 0.08%
297,364
-3,829
238
$39.8M 0.08%
776,348
+63,886
239
$39.6M 0.08%
901,851
-544,399
240
$39.3M 0.08%
804,017
-118,045
241
$38.6M 0.07%
466,393
-33,253
242
$38.3M 0.07%
124,514
+11,765
243
$38.2M 0.07%
204,314
+2,318
244
$37.4M 0.07%
580,109
-72,312
245
$37M 0.07%
225,751
+10,949
246
$36.9M 0.07%
474,019
-42,253
247
$36.3M 0.07%
1,152,316
+89,928
248
$36.3M 0.07%
728,298
+5,432
249
$36.1M 0.07%
428,051
-22,694
250
$35.8M 0.07%
287,003
-30,032
8 9
10
11 12