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
326
$22.5M 0.04%
703,648
+120,966
327
$22.5M 0.04%
196,480
-57,868
328
$22.5M 0.04%
692,726
-49,917
329
$22.4M 0.04%
896,658
+57,335
330
$22.4M 0.04%
1,601,458
-208,352
331
$22.4M 0.04%
354,495
+34,215
332
$22.2M 0.04%
13,519
-2,063
333
$22.1M 0.04%
45,235
+1,047
334
$21.8M 0.04%
123,922
+207
335
$21.8M 0.04%
472,650
+92,156
336
$21.6M 0.04%
296,929
-11,227
337
$21.6M 0.04%
370,018
-62,506
338
$21.5M 0.04%
429,868
-44,235
339
$21.5M 0.04%
95,894
+10,498
340
$21.4M 0.04%
144,420
+9,030
341
$21.3M 0.04%
654,040
+22,410
342
$21.3M 0.04%
303,457
+2,555
343
$21.3M 0.04%
168,851
-3,983
344
$21.3M 0.04%
254,481
+267
345
$21.3M 0.04%
322,502
-18,055
346
$20.5M 0.04%
810,899
-354,758
347
$20.5M 0.04%
165,054
-24,684
348
$20.5M 0.04%
92,346
349
$20.5M 0.04%
822,820
+159,084
350
$20.5M 0.04%
240,154
+81,304
12 13
14
15 16