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
851
$4.18M 0.01%
47,947
+160
852
$4.18M 0.01%
38,752
-2,275
853
$4.18M 0.01%
35,086
-5,629
854
$4.17M 0.01%
97,305
+2,785
855
$4.15M 0.01%
82,930
-22,030
856
$4.13M 0.01%
9,890
+516
857
$4.1M 0.01%
40,898
-595
858
$4.08M 0.01%
4,932
+847
859
$4.07M 0.01%
192,332
-5,489
860
$4M 0.01%
111,442
+1,796
861
$3.99M 0.01%
46,684
-30,765
862
$3.98M 0.01%
29,123
-1,395
863
$3.98M 0.01%
143,105
-21,444
864
$3.97M 0.01%
+39,752
865
$3.97M 0.01%
189,247
-12,259
866
$3.95M 0.01%
17,731
-2,520
867
$3.95M 0.01%
46,275
-165
868
$3.94M 0.01%
84,331
+7,043
869
$3.92M 0.01%
43,690
-1,546
870
$3.91M 0.01%
39,463
+255
871
$3.89M 0.01%
140,469
+1,896
872
$3.88M 0.01%
49,404
+6,953
873
$3.88M 0.01%
36,940
-1,213
874
$3.87M 0.01%
53,645
-51,028
875
$3.87M 0.01%
23,170
+3,906
33 34
35
36 37