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
426
$15.4M 0.03%
960,747
+194,831
427
$15.4M 0.03%
38,417
-717
428
$15.1M 0.03%
487,834
-60,736
429
$15M 0.03%
493,993
-35,351
430
$14.8M 0.03%
343,233
-667,930
431
$14.8M 0.03%
145,982
-4,472
432
$14.8M 0.03%
412,026
+8,730
433
$14.8M 0.03%
181,284
-98
434
$14.7M 0.03%
57,216
+2,358
435
$14.7M 0.03%
243,494
-55,742
436
$14.7M 0.03%
259,467
-13,155
437
$14.6M 0.03%
303,523
-598
438
$14.6M 0.03%
69,235
-16,109
439
$14.5M 0.03%
136,532
-2,732
440
$14.5M 0.03%
264,507
+28,690
441
$14.5M 0.03%
164,216
-10,787
442
$14.5M 0.03%
167,086
-910
443
$14.5M 0.03%
521,540
-22,640
444
$14.3M 0.03%
382,677
-1,386
445
$14.2M 0.03%
505,253
+3,262
446
$14.2M 0.03%
110,782
+84
447
$14.2M 0.03%
363,929
-8,504
448
$14.1M 0.03%
134,528
-18,856
449
$14M 0.03%
285,884
-3,648
450
$14M 0.03%
116,009
+105
16 17
18
19 20