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
451
$14M 0.03%
318,526
-60,063
452
$14M 0.03%
311,930
-240
453
$13.9M 0.03%
68,036
-6,268
454
$13.9M 0.03%
96,414
-5,948
455
$13.9M 0.03%
192,591
+5,218
456
$13.9M 0.03%
281,590
-7,222
457
$13.8M 0.03%
52,328
-1,314
458
$13.8M 0.03%
527,951
-89,990
459
$13.8M 0.03%
80,130
+8,468
460
$13.5M 0.03%
197,597
+11,026
461
$13.4M 0.03%
453,328
+38,622
462
$13.4M 0.03%
81,484
-367
463
$13.4M 0.03%
104,316
+5,171
464
$13.4M 0.03%
138,835
-23,242
465
$13.4M 0.03%
61,879
+973
466
$13.3M 0.03%
124,723
-19,131
467
$13.2M 0.03%
166,719
-18,841
468
$13.2M 0.03%
174,687
-15,990
469
$13.2M 0.03%
654,423
-193,355
470
$13.2M 0.03%
330,134
+11,982
471
$13.2M 0.03%
342,328
+8,169
472
$13.2M 0.03%
145,977
+1,982
473
$13.2M 0.03%
281,511
-1,016
474
$13.1M 0.03%
176,347
-21,492
475
$13.1M 0.03%
160,637
-1,386
17 18
19
20 21