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
676
$6.89M 0.01%
103,215
+1,754
677
$6.85M 0.01%
178,874
-80,504
678
$6.82M 0.01%
23,952
-904
679
$6.81M 0.01%
30,737
-1,746
680
$6.8M 0.01%
50,307
-6,034
681
$6.78M 0.01%
82,049
+19,849
682
$6.77M 0.01%
81,232
-4,764
683
$6.74M 0.01%
164,317
-4,719
684
$6.73M 0.01%
141,190
+5,961
685
$6.7M 0.01%
219,346
-16,732
686
$6.65M 0.01%
225,984
-15,579
687
$6.6M 0.01%
422,900
+24,024
688
$6.59M 0.01%
244,482
+4,134
689
$6.57M 0.01%
553,981
+20,354
690
$6.57M 0.01%
37,683
-4,424
691
$6.53M 0.01%
145,905
+68,580
692
$6.51M 0.01%
112,959
-1,612
693
$6.51M 0.01%
34,809
+2,237
694
$6.51M 0.01%
87,680
-2,611
695
$6.5M 0.01%
163,582
+968
696
$6.45M 0.01%
98,581
-1,342
697
$6.42M 0.01%
164,294
-162,978
698
$6.37M 0.01%
106,947
-2,528
699
$6.36M 0.01%
277,436
+52,263
700
$6.33M 0.01%
168,852
+4,618
26 27
28
29 30