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
101
$123M 0.24%
567,251
+112,450
102
$121M 0.23%
10,004,920
-304,720
103
$118M 0.23%
232,419
+2,238
104
$117M 0.22%
1,625,987
-234,169
105
$116M 0.22%
1,276,707
-7,846
106
$116M 0.22%
676,492
+26,762
107
$115M 0.22%
551,571
-124
108
$114M 0.22%
1,113,507
+443,750
109
$113M 0.22%
1,578,601
-7,300
110
$113M 0.22%
1,982,673
+261,303
111
$113M 0.22%
483,867
+20,813
112
$113M 0.22%
1,706,444
-4,765
113
$112M 0.21%
1,016,366
+309,730
114
$112M 0.21%
607,560
-25,733
115
$111M 0.21%
2,488,137
+74,245
116
$110M 0.21%
2,469,850
+38,380
117
$110M 0.21%
2,224,592
+104,850
118
$109M 0.21%
383,936
-42,411
119
$108M 0.21%
576,832
+18,021
120
$104M 0.2%
1,701,006
-73,335
121
$103M 0.2%
758,276
-29,528
122
$99.8M 0.19%
470,608
-11,770
123
$92.3M 0.18%
625,745
+2,560
124
$92.1M 0.18%
756,610
-291,676
125
$91.6M 0.18%
505,750
+204,769
3 4
5
6 7