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
1201
$1.88M ﹤0.01%
26,480
-1,400
1202
$1.88M ﹤0.01%
149,935
-1,960
1203
$1.87M ﹤0.01%
61,136
+1,038
1204
$1.87M ﹤0.01%
46,129
-10,946
1205
$1.86M ﹤0.01%
+56,761
1206
$1.85M ﹤0.01%
139,211
+6,226
1207
$1.85M ﹤0.01%
89,244
+15,955
1208
$1.85M ﹤0.01%
167,980
-3,846
1209
$1.85M ﹤0.01%
28,700
-13,459
1210
$1.84M ﹤0.01%
26,200
+988
1211
$1.84M ﹤0.01%
59,753
+4,342
1212
$1.83M ﹤0.01%
78,765
+1,284
1213
$1.83M ﹤0.01%
36,878
-90
1214
$1.83M ﹤0.01%
41,942
-79
1215
$1.83M ﹤0.01%
45,615
+3,236
1216
$1.83M ﹤0.01%
54,076
+11,669
1217
$1.83M ﹤0.01%
56,658
-10,157
1218
$1.82M ﹤0.01%
409,511
-138,106
1219
$1.82M ﹤0.01%
28,921
-3,416
1220
$1.81M ﹤0.01%
24,963
+580
1221
$1.81M ﹤0.01%
22,882
+682
1222
$1.81M ﹤0.01%
72,765
+3,253
1223
$1.81M ﹤0.01%
39,295
-2,511
1224
$1.8M ﹤0.01%
37,850
+8,121
1225
$1.8M ﹤0.01%
21,908
-211
47 48
49
50 51