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
376
$18.4M 0.04%
107,590
+1,766
377
$18.4M 0.04%
172,089
-17,693
378
$18.3M 0.04%
449,263
+196
379
$18.3M 0.04%
438,341
-71,104
380
$18.2M 0.03%
292,143
-61,074
381
$18.2M 0.03%
165,109
+8,676
382
$18.1M 0.03%
470,126
-8,967
383
$18.1M 0.03%
236,531
-78,197
384
$18M 0.03%
558,763
+81,477
385
$17.9M 0.03%
66,996
+12,887
386
$17.5M 0.03%
37,287
-4,947
387
$17.5M 0.03%
648,233
-70,284
388
$17.5M 0.03%
220,725
-43,190
389
$17.4M 0.03%
731,031
-55,555
390
$17.3M 0.03%
681,288
+24,462
391
$17.3M 0.03%
156,481
+16,834
392
$17.3M 0.03%
105,549
+9,048
393
$17.2M 0.03%
1,475,724
+219,871
394
$17.2M 0.03%
722,419
+650,494
395
$17.2M 0.03%
112,934
-2,379
396
$17.1M 0.03%
709,971
-103,478
397
$17M 0.03%
67,526
-4,239
398
$16.9M 0.03%
62,669
-75
399
$16.8M 0.03%
99,094
-8,604
400
$16.7M 0.03%
381,686
-15,982
14 15
16
17 18