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
26
$359M 0.69%
7,470,425
+619,241
27
$356M 0.68%
2,003,506
-40,319
28
$355M 0.68%
2,611,146
+94,759
29
$352M 0.67%
3,851,413
+660,622
30
$340M 0.65%
2,366,214
+2,943
31
$323M 0.62%
3,980,664
+956,339
32
$322M 0.62%
6,115,821
-750,969
33
$301M 0.58%
2,883,172
+75,369
34
$298M 0.57%
2,141,067
+81,119
35
$295M 0.57%
3,217,497
+498,941
36
$282M 0.54%
2,911,806
+37,655
37
$279M 0.54%
615,055
+14,599
38
$277M 0.53%
1,857,081
+239,186
39
$277M 0.53%
6,929,144
+144,407
40
$276M 0.53%
2,895,247
+61,886
41
$276M 0.53%
1,709,192
+35,502
42
$269M 0.52%
2,809,429
-52,091
43
$266M 0.51%
2,480,181
+138,877
44
$258M 0.49%
36,696,978
+5,270
45
$253M 0.49%
3,008,453
+26,466
46
$251M 0.48%
976,364
+11,115
47
$248M 0.48%
1,384,109
+9,871
48
$244M 0.47%
4,361,869
+69,539
49
$232M 0.45%
1,607,203
+42,759
50
$231M 0.44%
1,384,236
+4,715
1
2
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