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
601
$8.59M 0.02%
60,349
+15,269
602
$8.56M 0.02%
73,172
+12,890
603
$8.54M 0.02%
94,845
+4,806
604
$8.52M 0.02%
150,150
-450
605
$8.51M 0.02%
67,373
+268
606
$8.47M 0.02%
28,687
+24
607
$8.46M 0.02%
137,801
-10
608
$8.45M 0.02%
10,595
-418
609
$8.44M 0.02%
184,409
+38,921
610
$8.44M 0.02%
178,840
-3,341
611
$8.42M 0.02%
337,927
-356,963
612
$8.42M 0.02%
349,002
-4,810
613
$8.37M 0.02%
442,926
-73,400
614
$8.34M 0.02%
143,288
-11,261
615
$8.31M 0.02%
146,043
+34,133
616
$8.28M 0.02%
139,549
+85,456
617
$8.28M 0.02%
247,197
+66,500
618
$8.27M 0.02%
100,065
-5,098
619
$8.25M 0.02%
224,130
-9,859
620
$8.25M 0.02%
122,435
-14,364
621
$8.24M 0.02%
133,071
-2,552
622
$8.24M 0.02%
131,630
-4,399
623
$8.21M 0.02%
141,197
-19,537
624
$8.21M 0.02%
149,344
-16,289
625
$8.2M 0.02%
34,885
+3,310
23 24
25
26 27