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
1226
$1.79M ﹤0.01%
63,710
+10,752
1227
$1.79M ﹤0.01%
57,205
+39,164
1228
$1.78M ﹤0.01%
42,253
-440
1229
$1.78M ﹤0.01%
23,654
-466
1230
$1.78M ﹤0.01%
33,140
+2,456
1231
$1.77M ﹤0.01%
134,953
+20,029
1232
$1.77M ﹤0.01%
40,528
+9,690
1233
$1.77M ﹤0.01%
17,073
+10,777
1234
$1.77M ﹤0.01%
66,096
-9,550
1235
$1.77M ﹤0.01%
53,738
+3,914
1236
$1.77M ﹤0.01%
83,857
-40,285
1237
$1.77M ﹤0.01%
16,053
-518
1238
$1.76M ﹤0.01%
26,248
+4,545
1239
$1.76M ﹤0.01%
252,793
-30,921
1240
$1.76M ﹤0.01%
621,418
-33,820
1241
$1.75M ﹤0.01%
5,963
-350
1242
$1.75M ﹤0.01%
92,022
+12,217
1243
$1.75M ﹤0.01%
6,299
+100
1244
$1.75M ﹤0.01%
51,933
-333
1245
$1.75M ﹤0.01%
36,857
-9,078
1246
$1.75M ﹤0.01%
60,949
+18,937
1247
$1.74M ﹤0.01%
89,115
-6,249
1248
$1.74M ﹤0.01%
72,811
-54,024
1249
$1.74M ﹤0.01%
19,814
+1,991
1250
$1.74M ﹤0.01%
1,482
-173
48 49
50
51 52