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
1026
$2.7M 0.01%
55,804
-7,230
1027
$2.7M 0.01%
40,168
-8,790
1028
$2.69M 0.01%
17,714
+2,244
1029
$2.68M 0.01%
112,002
-4,014
1030
$2.68M 0.01%
93,609
+81,784
1031
$2.67M 0.01%
14,459
-364
1032
$2.67M 0.01%
35,130
+304
1033
$2.67M 0.01%
27,758
-1,434
1034
$2.65M 0.01%
112,816
+8,819
1035
$2.64M 0.01%
41,982
-1,946
1036
$2.64M 0.01%
52,082
+239
1037
$2.64M 0.01%
28,907
-537
1038
$2.64M 0.01%
44,773
-6,190
1039
$2.63M 0.01%
238,705
+4,232
1040
$2.63M 0.01%
152,408
-26,929
1041
$2.62M 0.01%
59,943
-187,161
1042
$2.61M 0.01%
38,336
-3,501
1043
$2.6M 0.01%
16,630
-472
1044
$2.59M 0.01%
+76,005
1045
$2.59M 0.01%
20,665
-275
1046
$2.58M 0.01%
58,954
-45,352
1047
$2.58M ﹤0.01%
166,857
-6,134
1048
$2.57M ﹤0.01%
129,587
+7,689
1049
$2.56M ﹤0.01%
53,519
+2,551
1050
$2.56M ﹤0.01%
140,255
+66,609
40 41
42
43 44