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
476
$13M 0.03%
319,162
-24,515
477
$13M 0.03%
226,876
-13,050
478
$13M 0.02%
146,679
+31,984
479
$13M 0.02%
94,330
+1,260
480
$13M 0.02%
291,088
+18,833
481
$12.9M 0.02%
371,507
+240,556
482
$12.9M 0.02%
98,363
-13,274
483
$12.9M 0.02%
382,717
-1,179,535
484
$12.8M 0.02%
70,758
-11,371
485
$12.7M 0.02%
74,650
-16,564
486
$12.6M 0.02%
812,374
-126,850
487
$12.6M 0.02%
251,647
+82,726
488
$12.6M 0.02%
153,902
+3,818
489
$12.6M 0.02%
46,985
-1,267
490
$12.5M 0.02%
206,326
-4,373
491
$12.5M 0.02%
251,227
+5,922
492
$12.5M 0.02%
286,805
-50,214
493
$12.4M 0.02%
467,817
-13,082
494
$12.4M 0.02%
273,184
-61,522
495
$12.3M 0.02%
50,158
-1,482
496
$12.3M 0.02%
44,021
-1,068
497
$12.3M 0.02%
50,760
-5,063
498
$12.3M 0.02%
383,604
+20,963
499
$12.1M 0.02%
44,930
+1,924
500
$12.1M 0.02%
68,163
+5,332
18 19
20
21 22