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
1251
$1.74M ﹤0.01%
69,455
-1,802
1252
$1.73M ﹤0.01%
55,837
1253
$1.72M ﹤0.01%
59,211
-608
1254
$1.72M ﹤0.01%
84,934
+1,286
1255
$1.72M ﹤0.01%
176,920
+77,725
1256
$1.72M ﹤0.01%
43,040
-5,265
1257
$1.71M ﹤0.01%
13,746
-1,588
1258
$1.71M ﹤0.01%
25,557
+499
1259
$1.71M ﹤0.01%
67,677
+923
1260
$1.7M ﹤0.01%
44,228
+1,802
1261
$1.7M ﹤0.01%
25,304
-1,101
1262
$1.7M ﹤0.01%
+9,745
1263
$1.7M ﹤0.01%
87,650
+1,006
1264
$1.69M ﹤0.01%
151,165
-4,110
1265
$1.68M ﹤0.01%
57,316
-303
1266
$1.67M ﹤0.01%
93,820
-1,256
1267
$1.67M ﹤0.01%
9,671
+44
1268
$1.67M ﹤0.01%
64,916
-4,281
1269
$1.67M ﹤0.01%
1,383
-164
1270
$1.66M ﹤0.01%
37,333
+111
1271
$1.65M ﹤0.01%
27,774
-503,120
1272
$1.64M ﹤0.01%
62,544
+279
1273
$1.63M ﹤0.01%
20,373
-2,897
1274
$1.63M ﹤0.01%
22,376
+8,402
1275
$1.63M ﹤0.01%
46,628
-171
49 50
51
52 53