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
1051
$2.55M ﹤0.01%
80,714
+15,330
1052
$2.55M ﹤0.01%
15,994
+2,728
1053
$2.52M ﹤0.01%
63,893
-740
1054
$2.5M ﹤0.01%
297,288
+117,632
1055
$2.5M ﹤0.01%
58,858
+283
1056
$2.5M ﹤0.01%
16,651
-1,809
1057
$2.49M ﹤0.01%
138,898
-827
1058
$2.48M ﹤0.01%
106,881
-6,129
1059
$2.48M ﹤0.01%
76,370
-380
1060
$2.47M ﹤0.01%
88,960
+13,300
1061
$2.47M ﹤0.01%
18,023
-422
1062
$2.46M ﹤0.01%
48,400
+3,395
1063
$2.46M ﹤0.01%
196,817
-6,382
1064
$2.45M ﹤0.01%
34,628
-1,722
1065
$2.45M ﹤0.01%
78,315
-6,679
1066
$2.45M ﹤0.01%
108,428
-16,179
1067
$2.44M ﹤0.01%
58,553
+45
1068
$2.42M ﹤0.01%
53,693
+3,501
1069
$2.42M ﹤0.01%
79,595
+19,574
1070
$2.42M ﹤0.01%
37,496
+3,113
1071
$2.41M ﹤0.01%
20,164
-858
1072
$2.39M ﹤0.01%
55,766
-7,307
1073
$2.38M ﹤0.01%
138,862
+52,861
1074
$2.38M ﹤0.01%
39,422
-17,639
1075
$2.37M ﹤0.01%
30,106
+484
41 42
43
44 45