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
501
$12.1M 0.02%
55,184
+9,347
502
$12M 0.02%
552,194
-11,324
503
$12M 0.02%
99,823
+17,436
504
$12M 0.02%
170,131
-5,006
505
$11.9M 0.02%
241,816
-136,356
506
$11.9M 0.02%
45,589
-271
507
$11.9M 0.02%
294,843
+19,402
508
$11.8M 0.02%
207,418
-4,353
509
$11.7M 0.02%
100,415
+1,225
510
$11.6M 0.02%
182,667
-14,620
511
$11.6M 0.02%
172,764
-1,988
512
$11.6M 0.02%
146,789
+2,677
513
$11.5M 0.02%
262,720
-5,820
514
$11.4M 0.02%
53,660
+2,624
515
$11.4M 0.02%
375,184
-53,263
516
$11.3M 0.02%
248,154
+1,181
517
$11.3M 0.02%
169,717
+2,641
518
$11.3M 0.02%
140,502
-26,066
519
$11.2M 0.02%
362,984
+5,817
520
$11.1M 0.02%
197,028
-20,004
521
$11.1M 0.02%
26,359
-2,576
522
$11.1M 0.02%
686,465
+147,975
523
$11.1M 0.02%
156,466
+13,133
524
$10.9M 0.02%
210,305
-290,206
525
$10.8M 0.02%
155,105
-180
19 20
21
22 23