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
776
$5.11M 0.01%
291,761
+7,061
777
$5.09M 0.01%
99,378
-5,337
778
$5.07M 0.01%
195,712
-39,128
779
$5.07M 0.01%
72,386
-2,580
780
$5.07M 0.01%
52,188
-4,568
781
$5.06M 0.01%
77,032
-1,511
782
$5.03M 0.01%
266,181
-13,407
783
$5.02M 0.01%
161,480
+2,586
784
$5M 0.01%
48,118
-24,569
785
$5M 0.01%
163,265
+28,318
786
$4.99M 0.01%
16,432
+6,547
787
$4.96M 0.01%
119,460
-24
788
$4.96M 0.01%
77,771
-3,351
789
$4.94M 0.01%
211,308
+12,806
790
$4.94M 0.01%
141,830
+9,611
791
$4.92M 0.01%
91,160
792
$4.9M 0.01%
67,666
-6,468
793
$4.88M 0.01%
110,425
+77,892
794
$4.88M 0.01%
64,990
-100,137
795
$4.88M 0.01%
40,124
-2,592
796
$4.87M 0.01%
35,374
-1,427
797
$4.86M 0.01%
50,799
+611
798
$4.85M 0.01%
457,871
+12,002
799
$4.85M 0.01%
100,695
+11,946
800
$4.85M 0.01%
192,117
-38,789
30 31
32
33 34