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
401
$16.7M 0.03%
129,856
+15,806
402
$16.6M 0.03%
100,596
+3,273
403
$16.5M 0.03%
676,351
-53,877
404
$16.5M 0.03%
712,266
-57,443
405
$16.4M 0.03%
561,686
-1,512,532
406
$16.4M 0.03%
221,578
-1,091
407
$16.3M 0.03%
517,980
-51,224
408
$16.2M 0.03%
62,083
+1,588
409
$16.2M 0.03%
483,410
-68,666
410
$16.1M 0.03%
177,477
+39,447
411
$16.1M 0.03%
240,213
-1,327
412
$16M 0.03%
74,282
-3,219
413
$16M 0.03%
176,757
-33,768
414
$16M 0.03%
189,370
-1,170
415
$15.9M 0.03%
688,677
-20,801
416
$15.9M 0.03%
410,477
-2,707
417
$15.8M 0.03%
88,707
+66,251
418
$15.8M 0.03%
313,368
-88,556
419
$15.8M 0.03%
323,919
+27,410
420
$15.7M 0.03%
77,652
-5,907
421
$15.7M 0.03%
206,865
-6,657
422
$15.6M 0.03%
654,871
-58,567
423
$15.6M 0.03%
1,375,927
+69,902
424
$15.6M 0.03%
173,608
-2,462
425
$15.4M 0.03%
670,580
-65,380
15 16
17
18 19