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
1126
$2.15M ﹤0.01%
20,365
-19,094
1127
$2.15M ﹤0.01%
109,622
-2,093
1128
$2.15M ﹤0.01%
134,790
+63,183
1129
$2.14M ﹤0.01%
124,488
+17,385
1130
$2.14M ﹤0.01%
50,872
-122,106
1131
$2.13M ﹤0.01%
28,935
-1,151
1132
$2.12M ﹤0.01%
34,106
+373
1133
$2.12M ﹤0.01%
149,286
-975,194
1134
$2.12M ﹤0.01%
176,811
+93,427
1135
$2.11M ﹤0.01%
66,800
-26,811
1136
$2.1M ﹤0.01%
29,164
+11,171
1137
$2.1M ﹤0.01%
23,277
-1,741
1138
$2.09M ﹤0.01%
88,030
+20,416
1139
$2.09M ﹤0.01%
39,228
+14,135
1140
$2.09M ﹤0.01%
43,455
+1,174
1141
$2.08M ﹤0.01%
63,913
+37,568
1142
$2.08M ﹤0.01%
36,336
-4,089
1143
$2.07M ﹤0.01%
57,847
-36,393
1144
$2.07M ﹤0.01%
57,982
+4,778
1145
$2.06M ﹤0.01%
75,528
-202,911
1146
$2.06M ﹤0.01%
68,165
-6,557
1147
$2.06M ﹤0.01%
34,833
-7,117
1148
$2.06M ﹤0.01%
49,131
+54
1149
$2.05M ﹤0.01%
20,221
+10,575
1150
$2.05M ﹤0.01%
20,131
-9,710
44 45
46
47 48