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
951
$3.21M 0.01%
91,737
+16,206
952
$3.2M 0.01%
56,610
+8,810
953
$3.19M 0.01%
55,353
+6,915
954
$3.19M 0.01%
49,818
+4,978
955
$3.18M 0.01%
48,841
+6,489
956
$3.18M 0.01%
+105,540
957
$3.17M 0.01%
36,037
-17,546
958
$3.16M 0.01%
7,677
+858
959
$3.16M 0.01%
41,695
-87
960
$3.15M 0.01%
126,745
+2,127
961
$3.15M 0.01%
2,905
-617
962
$3.13M 0.01%
73,509
+20,301
963
$3.11M 0.01%
168,507
+17,356
964
$3.11M 0.01%
63,278
-1,182
965
$3.11M 0.01%
15,105
+12
966
$3.09M 0.01%
142,072
+632
967
$3.07M 0.01%
18,529
+4,317
968
$3.07M 0.01%
38,740
-28,620
969
$3.07M 0.01%
28,649
-5
970
$3.07M 0.01%
40,672
-182
971
$3.05M 0.01%
54,740
+51
972
$3.05M 0.01%
29,246
+1,515
973
$3.04M 0.01%
267,229
+2,916
974
$3.03M 0.01%
91,201
+2,191
975
$3.02M 0.01%
48,212
-1,741
37 38
39
40 41