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
576
$9.27M 0.02%
115,037
+2,817
577
$9.26M 0.02%
45,497
-2,546
578
$9.24M 0.02%
201,072
-13,881
579
$9.24M 0.02%
327,647
+1,450
580
$9.22M 0.02%
858,921
+144,692
581
$9.16M 0.02%
39,876
+981
582
$9.14M 0.02%
828,435
+12,315
583
$9.13M 0.02%
315,688
-38,760
584
$9.12M 0.02%
206,717
+94,784
585
$9.06M 0.02%
128,782
-3,245
586
$9.02M 0.02%
447,174
+3,921
587
$9M 0.02%
354,984
+1,804
588
$9M 0.02%
+197,085
589
$9M 0.02%
58,024
+10,155
590
$8.91M 0.02%
345,414
-21,811
591
$8.89M 0.02%
186,348
+19,844
592
$8.84M 0.02%
103,022
+46,088
593
$8.81M 0.02%
354,525
-21,108
594
$8.77M 0.02%
146,236
+1,229
595
$8.76M 0.02%
36,052
-691
596
$8.75M 0.02%
39,693
+6,446
597
$8.74M 0.02%
280,804
598
$8.67M 0.02%
84,430
+800
599
$8.62M 0.02%
82,811
-1,750
600
$8.6M 0.02%
220,305
-34,359
22 23
24
25 26