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
926
$3.49M 0.01%
170,058
+22,939
927
$3.48M 0.01%
84,041
+20,461
928
$3.42M 0.01%
85,207
+8,601
929
$3.42M 0.01%
111,461
+4,126
930
$3.41M 0.01%
69,785
-14,664
931
$3.41M 0.01%
47,958
+3,453
932
$3.41M 0.01%
51,208
-3,595
933
$3.4M 0.01%
79,756
-2,681
934
$3.38M 0.01%
348,990
-12,194
935
$3.38M 0.01%
21,503
-406
936
$3.37M 0.01%
28,206
+10,603
937
$3.37M 0.01%
19,823
+1,548
938
$3.36M 0.01%
75,362
+12,502
939
$3.36M 0.01%
114,968
+11,824
940
$3.35M 0.01%
113,025
-750
941
$3.33M 0.01%
177,218
-15,261
942
$3.32M 0.01%
196,782
-4,690
943
$3.32M 0.01%
86,878
-110
944
$3.32M 0.01%
6,318
+150
945
$3.31M 0.01%
58,926
-4,610
946
$3.3M 0.01%
117,144
+10,123
947
$3.28M 0.01%
111,289
+47,487
948
$3.28M 0.01%
78,097
+23,054
949
$3.28M 0.01%
21,795
-7
950
$3.24M 0.01%
60,927
+560
36 37
38
39 40