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
1301
$1.54M ﹤0.01%
120,458
+99,260
1302
$1.54M ﹤0.01%
52,677
+44,710
1303
$1.54M ﹤0.01%
18,909
-5,051
1304
$1.53M ﹤0.01%
71,262
+1,324
1305
$1.53M ﹤0.01%
179,478
-92,401
1306
$1.52M ﹤0.01%
16,768
-3,843
1307
$1.52M ﹤0.01%
28,469
1308
$1.51M ﹤0.01%
44,315
-57,272
1309
$1.51M ﹤0.01%
94,619
+12
1310
$1.51M ﹤0.01%
+36,389
1311
$1.51M ﹤0.01%
+61,460
1312
$1.51M ﹤0.01%
139,678
-12,702
1313
$1.51M ﹤0.01%
13,816
-859
1314
$1.51M ﹤0.01%
30,222
-53
1315
$1.5M ﹤0.01%
+17,015
1316
$1.5M ﹤0.01%
77,287
-14,860
1317
$1.5M ﹤0.01%
88,304
-4,773
1318
$1.5M ﹤0.01%
25,408
+852
1319
$1.5M ﹤0.01%
96,085
+3,925
1320
$1.5M ﹤0.01%
72,907
-967
1321
$1.49M ﹤0.01%
65,888
-1,158
1322
$1.49M ﹤0.01%
31,397
+1,562
1323
$1.49M ﹤0.01%
64,253
+10,263
1324
$1.49M ﹤0.01%
65,740
+1,810
1325
$1.49M ﹤0.01%
49,686
+74
51 52
53
54 55