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
726
$5.71M 0.01%
6,694
-1,751
727
$5.69M 0.01%
202,635
+40,673
728
$5.68M 0.01%
158,590
+30,986
729
$5.65M 0.01%
75,067
-88,810
730
$5.65M 0.01%
65,288
-3,170
731
$5.64M 0.01%
112,664
-274
732
$5.64M 0.01%
418,171
-2,572
733
$5.64M 0.01%
160,422
+1,320
734
$5.63M 0.01%
16,690
+2,141
735
$5.63M 0.01%
280,424
+41,802
736
$5.63M 0.01%
157,342
-6,166
737
$5.62M 0.01%
118,825
-16,010
738
$5.59M 0.01%
41,276
-1,471
739
$5.57M 0.01%
39,753
+9,531
740
$5.56M 0.01%
230,517
-11,971
741
$5.56M 0.01%
93,541
+10,240
742
$5.52M 0.01%
155,359
-70,814
743
$5.51M 0.01%
110,015
-7,045
744
$5.49M 0.01%
76,264
+21,596
745
$5.46M 0.01%
63,842
-39,968
746
$5.43M 0.01%
145,877
-2,641
747
$5.41M 0.01%
84,056
+914
748
$5.4M 0.01%
1,029,205
+12,500
749
$5.39M 0.01%
143,981
-1,631
750
$5.39M 0.01%
64,967
+4,096
28 29
30
31 32