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
51
$230M 0.44%
5,286,756
-19,967
52
$230M 0.44%
2,425,388
+35,658
53
$225M 0.43%
3,159,114
+983,378
54
$224M 0.43%
1,657,663
+24,824
55
$220M 0.42%
3,545,797
-83,760
56
$218M 0.42%
3,068,156
-295,021
57
$216M 0.41%
2,669,770
+258,936
58
$215M 0.41%
3,224,394
+2,534,021
59
$214M 0.41%
2,858,249
+250,869
60
$211M 0.4%
1,844,460
+1,298,447
61
$209M 0.4%
379,687
+13,765
62
$206M 0.39%
701,958
+22,801
63
$199M 0.38%
746,618
+17,455
64
$199M 0.38%
1,206,473
+57,720
65
$196M 0.38%
2,248,708
-67,789
66
$195M 0.37%
864,690
+18,512
67
$195M 0.37%
910,566
+29,453
68
$193M 0.37%
1,530,114
+6,946
69
$192M 0.37%
1,058,026
+28,320
70
$191M 0.37%
1,276,371
+30,397
71
$189M 0.36%
4,267,525
-21,978
72
$185M 0.36%
809,613
-43,942
73
$185M 0.36%
2,363,202
-32,555
74
$184M 0.35%
1,946,912
+89,499
75
$180M 0.35%
924,276
+27,980
1 2
3
4 5