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
551
$9.97M 0.02%
165,902
-121
552
$9.95M 0.02%
191,142
+10,482
553
$9.89M 0.02%
229,763
+24,074
554
$9.83M 0.02%
+104,383
555
$9.82M 0.02%
107,675
-17,519
556
$9.82M 0.02%
17,258
-642
557
$9.8M 0.02%
1,707,630
+12,500
558
$9.8M 0.02%
374,530
+167,323
559
$9.7M 0.02%
214,553
+33,169
560
$9.69M 0.02%
46,618
-3,716
561
$9.68M 0.02%
34,987
-275
562
$9.66M 0.02%
221,934
-285,515
563
$9.62M 0.02%
292,092
+24,219
564
$9.6M 0.02%
195,743
-2,536
565
$9.6M 0.02%
128,932
-114,694
566
$9.56M 0.02%
84,275
-10,976
567
$9.56M 0.02%
51,504
+319
568
$9.54M 0.02%
246,281
+17,912
569
$9.53M 0.02%
155,114
+919
570
$9.51M 0.02%
108,834
-3,559
571
$9.46M 0.02%
126,106
+16,846
572
$9.42M 0.02%
+312,524
573
$9.4M 0.02%
199,674
-2,904
574
$9.35M 0.02%
115,226
-35,932
575
$9.28M 0.02%
260,146
+14,666
21 22
23
24 25