Truist Financial Portfolio holdings
AUM
$68.2B
1-Year Return
17.56%
This Quarter Return
-5.15%
1 Year Return
+17.56%
3 Year Return
+61.5%
5 Year Return
+107.27%
10 Year Return
+214.27%
AUM
$52B
AUM Growth
-$2.29B
(-4.2%)
Cap. Flow
+$927M
Cap. Flow
% of AUM
1.78%
Top 10 Holdings %
Top 10 Hldgs %
19.44%
Holding
2,726
New
115
Increased
1,016
Reduced
1,245
Closed
230
Top Buys
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$154M |
| 2 |
Corning
GLW
|
$78.2M |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
$71.5M |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
$62.5M |
| 5 |
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% |