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
1101
$2.24M ﹤0.01%
36,960
-1,098
1102
$2.24M ﹤0.01%
40,336
+5,455
1103
$2.23M ﹤0.01%
42,163
+31,330
1104
$2.23M ﹤0.01%
16,398
-4,227
1105
$2.23M ﹤0.01%
38,704
+215
1106
$2.23M ﹤0.01%
24,031
-616
1107
$2.23M ﹤0.01%
27,777
-2,346
1108
$2.22M ﹤0.01%
54,188
+8,056
1109
$2.22M ﹤0.01%
90,490
-22,549
1110
$2.21M ﹤0.01%
78,496
+40,100
1111
$2.21M ﹤0.01%
55,033
-2,452
1112
$2.21M ﹤0.01%
39,974
+1,845
1113
$2.21M ﹤0.01%
156,608
+11
1114
$2.2M ﹤0.01%
28,412
+37
1115
$2.19M ﹤0.01%
45,388
+156
1116
$2.19M ﹤0.01%
48,185
+2,205
1117
$2.19M ﹤0.01%
174,278
+31,181
1118
$2.19M ﹤0.01%
51,009
-32,889
1119
$2.19M ﹤0.01%
+47,021
1120
$2.19M ﹤0.01%
47,027
-30,192
1121
$2.18M ﹤0.01%
14,489
-208
1122
$2.17M ﹤0.01%
81,768
-188
1123
$2.17M ﹤0.01%
42,280
+627
1124
$2.16M ﹤0.01%
68,850
+685
1125
$2.16M ﹤0.01%
87,990
+102
43 44
45
46 47