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
826
$4.55M 0.01%
93,229
-10,881
827
$4.54M 0.01%
79,774
+1,914
828
$4.54M 0.01%
198,884
-34,860
829
$4.53M 0.01%
34,010
+4,908
830
$4.49M 0.01%
173,314
-24,660
831
$4.47M 0.01%
12,428
-433
832
$4.46M 0.01%
152,400
-25,400
833
$4.44M 0.01%
83,547
-11,408
834
$4.4M 0.01%
267,174
-36
835
$4.4M 0.01%
27,899
-491
836
$4.37M 0.01%
273,724
+33,812
837
$4.36M 0.01%
136,535
-152,110
838
$4.34M 0.01%
63,040
+5,720
839
$4.34M 0.01%
136,814
-13,464
840
$4.32M 0.01%
68,140
-16,079
841
$4.31M 0.01%
98,077
-12,232
842
$4.28M 0.01%
37,018
-1,160
843
$4.27M 0.01%
214,969
+5,366
844
$4.25M 0.01%
271,577
+72,144
845
$4.25M 0.01%
13,920
-609
846
$4.25M 0.01%
72,718
+15,375
847
$4.21M 0.01%
62,349
-2,995
848
$4.2M 0.01%
82,155
+45,755
849
$4.19M 0.01%
120,115
+917
850
$4.19M 0.01%
51,661
+145
32 33
34
35 36