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
976
$3.02M 0.01%
118,993
+10
977
$3.01M 0.01%
63,392
-8,801
978
$3.01M 0.01%
150,320
+2,256
979
$3M 0.01%
24,274
-1,991
980
$2.99M 0.01%
79,799
-31,279
981
$2.99M 0.01%
20,725
+65
982
$2.99M 0.01%
58,430
-1,746
983
$2.99M 0.01%
80,017
+256
984
$2.98M 0.01%
49,797
-18,909
985
$2.98M 0.01%
121,415
-12,165
986
$2.96M 0.01%
81,970
+1,080
987
$2.96M 0.01%
75,274
-55,828
988
$2.96M 0.01%
18,088
+8,831
989
$2.95M 0.01%
18,143
-3,175
990
$2.95M 0.01%
10,712
-1,429
991
$2.93M 0.01%
45,442
+9,205
992
$2.92M 0.01%
252,060
+120,852
993
$2.92M 0.01%
73,911
+43,581
994
$2.92M 0.01%
227,699
-78,837
995
$2.91M 0.01%
100,629
+80,455
996
$2.9M 0.01%
60,508
-6,738
997
$2.89M 0.01%
104,739
-14,442
998
$2.88M 0.01%
61,167
-367
999
$2.86M 0.01%
21,631
-3,778
1000
$2.84M 0.01%
151,866
+7,647
38 39
40
41 42