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
751
$5.37M 0.01%
81,436
+5,804
752
$5.37M 0.01%
65,894
+316
753
$5.36M 0.01%
194,310
-10,479
754
$5.36M 0.01%
168,282
+38,012
755
$5.35M 0.01%
64,984
+2,142
756
$5.35M 0.01%
112,636
-48,514
757
$5.34M 0.01%
86,365
+3,608
758
$5.3M 0.01%
59,059
+8,070
759
$5.29M 0.01%
220,074
+165,207
760
$5.29M 0.01%
123,005
-57,164
761
$5.29M 0.01%
113,650
+22,907
762
$5.26M 0.01%
410,955
-49,525
763
$5.25M 0.01%
36,381
+11,582
764
$5.24M 0.01%
20,534
+320
765
$5.23M 0.01%
106,471
-35,198
766
$5.22M 0.01%
104,566
-204
767
$5.22M 0.01%
216,360
-2,749
768
$5.2M 0.01%
225,886
-81,324
769
$5.19M 0.01%
15,744
+1,532
770
$5.18M 0.01%
21,403
+3,190
771
$5.14M 0.01%
148,323
+57,658
772
$5.14M 0.01%
45,897
-1,885
773
$5.13M 0.01%
51,891
-5,755
774
$5.13M 0.01%
106,381
-4,703
775
$5.12M 0.01%
298,236
+224,067
29 30
31
32 33