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
1151
$2.05M ﹤0.01%
30,809
-9,456
1152
$2.04M ﹤0.01%
51,693
+2,812
1153
$2.04M ﹤0.01%
17,331
+1,847
1154
$2.04M ﹤0.01%
82,571
+56,606
1155
$2.04M ﹤0.01%
146,791
+495
1156
$2.03M ﹤0.01%
12,065
+1,287
1157
$2.03M ﹤0.01%
38,282
+286
1158
$2.03M ﹤0.01%
23,169
+637
1159
$2.02M ﹤0.01%
24,344
-1,910
1160
$2.02M ﹤0.01%
41,913
-42,536
1161
$2.01M ﹤0.01%
19,730
+705
1162
$2.01M ﹤0.01%
28,735
+689
1163
$2.01M ﹤0.01%
815,312
1164
$2M ﹤0.01%
95,957
+49,089
1165
$2M ﹤0.01%
17,828
-2,979
1166
$2M ﹤0.01%
33,469
-13,494
1167
$1.99M ﹤0.01%
34,478
+24,471
1168
$1.99M ﹤0.01%
96,566
+59,483
1169
$1.99M ﹤0.01%
63,769
+43,762
1170
$1.98M ﹤0.01%
32,076
-52
1171
$1.98M ﹤0.01%
127,604
-8,133
1172
$1.98M ﹤0.01%
9,540
-1,329
1173
$1.97M ﹤0.01%
271,191
+161,442
1174
$1.97M ﹤0.01%
128,238
+1,757
1175
$1.97M ﹤0.01%
26,178
-208,067
45 46
47
48 49