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
251
$35.8M 0.07%
443,101
+39,327
252
$35.8M 0.07%
397,414
+2,316
253
$35.3M 0.07%
2,499,600
-69,528
254
$35.2M 0.07%
335,707
-63,040
255
$34.8M 0.07%
3,107,860
-434,151
256
$34.7M 0.07%
361,004
+117,312
257
$34.3M 0.07%
304,821
-3,466
258
$34.1M 0.07%
707,030
-43,298
259
$34M 0.07%
703,066
-76,765
260
$33.9M 0.06%
841,827
-191,168
261
$33.8M 0.06%
151,582
+15,010
262
$33.5M 0.06%
233,845
-13,203
263
$33.4M 0.06%
1,253,682
-16,291
264
$33.3M 0.06%
138,714
-13,777
265
$33.2M 0.06%
2,376,328
-40,092
266
$33M 0.06%
415,388
+277,766
267
$33M 0.06%
264,789
-6,708
268
$32.8M 0.06%
1,091,300
+658,600
269
$32.6M 0.06%
750,448
-5,686
270
$32.6M 0.06%
291,581
-131,336
271
$32.6M 0.06%
203,288
+10,566
272
$32.4M 0.06%
841,433
-148,519
273
$32.3M 0.06%
910,440
+17,761
274
$32.3M 0.06%
1,933,739
-90,071
275
$32.3M 0.06%
206,661
+101,810
9 10
11
12 13