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
701
$6.29M 0.01%
28,808
-4,023
702
$6.28M 0.01%
142,807
-12,361
703
$6.26M 0.01%
49,295
-1,999
704
$6.22M 0.01%
29,829
+5,920
705
$6.21M 0.01%
159,220
+21,478
706
$6.2M 0.01%
55,388
-303
707
$6.19M 0.01%
241,292
-15,345
708
$6.18M 0.01%
133,767
-5,107
709
$6.16M 0.01%
535,940
-71,462
710
$6.13M 0.01%
214,577
-11,144
711
$6.09M 0.01%
85,787
+3,675
712
$6.09M 0.01%
67,407
+3,374
713
$6.05M 0.01%
119,620
+29,260
714
$6.03M 0.01%
160,226
+136
715
$6.03M 0.01%
67,128
+12,039
716
$5.99M 0.01%
71,895
-161
717
$5.97M 0.01%
140,391
-5,559
718
$5.95M 0.01%
118,274
+6,952
719
$5.93M 0.01%
83,210
-2,407
720
$5.92M 0.01%
78,220
-202
721
$5.92M 0.01%
127,423
+7,576
722
$5.84M 0.01%
55,873
-1,712
723
$5.79M 0.01%
107,530
+636
724
$5.78M 0.01%
256,613
-52,521
725
$5.73M 0.01%
43,429
+17,791
27 28
29
30 31