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
1001
$2.84M 0.01%
109,834
-3,681
1002
$2.82M 0.01%
32,284
-1,976
1003
$2.81M 0.01%
114,943
+1,156
1004
$2.81M 0.01%
143,946
-7,155
1005
$2.81M 0.01%
114,238
+45,258
1006
$2.8M 0.01%
25,269
-3,457
1007
$2.79M 0.01%
178,053
+128,379
1008
$2.79M 0.01%
285,571
-897
1009
$2.78M 0.01%
15,816
-1,098
1010
$2.77M 0.01%
26,449
+107
1011
$2.77M 0.01%
503,737
+23,405
1012
$2.76M 0.01%
92,971
+10,341
1013
$2.76M 0.01%
46,051
-1,053
1014
$2.76M 0.01%
11,239
-319
1015
$2.76M 0.01%
13,723
-1,991
1016
$2.75M 0.01%
1,715
1017
$2.75M 0.01%
41,632
+4,296
1018
$2.74M 0.01%
28,441
+3,480
1019
$2.73M 0.01%
105,730
+14,139
1020
$2.73M 0.01%
135,370
+11,834
1021
$2.72M 0.01%
21,597
+14,125
1022
$2.71M 0.01%
232,418
-2,231
1023
$2.71M 0.01%
21,916
-182
1024
$2.7M 0.01%
28,386
-6,545
1025
$2.7M 0.01%
100,662
+8,581
39 40
41
42 43