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
276
$32M 0.06%
248,017
-3,817
277
$31.9M 0.06%
180,842
-33,455
278
$31.8M 0.06%
1,095,269
-2,694,934
279
$31.4M 0.06%
108,578
+1,741
280
$31.4M 0.06%
1,271,008
+3,319
281
$31.3M 0.06%
473,381
+438
282
$30.8M 0.06%
427,298
-58,000
283
$30.8M 0.06%
607,152
-11,221
284
$30.7M 0.06%
1,073,703
+115,815
285
$30.4M 0.06%
134,566
-62,488
286
$30.3M 0.06%
161,432
-10,641
287
$30.1M 0.06%
646,057
+21,664
288
$29.9M 0.06%
489,213
+78,624
289
$29.8M 0.06%
814,020
+26,030
290
$29.5M 0.06%
371,698
+21,263
291
$29.4M 0.06%
669,216
-40,757
292
$28.9M 0.06%
496,189
-88,045
293
$28.8M 0.06%
106,931
-6,291
294
$28.8M 0.06%
419,761
-26,804
295
$28.6M 0.05%
305,766
+40,185
296
$28.6M 0.05%
1,717,820
+46,791
297
$28.6M 0.05%
722,277
-1,215,640
298
$28.5M 0.05%
680,224
+53,152
299
$28.4M 0.05%
732,168
-45,022
300
$28.2M 0.05%
388,649
+248
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