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
1351
$1.38M ﹤0.01%
+20,624
1352
$1.37M ﹤0.01%
6,532
+1,436
1353
$1.37M ﹤0.01%
47,912
+12,473
1354
$1.36M ﹤0.01%
20,854
-302
1355
$1.35M ﹤0.01%
70,950
+2,359
1356
$1.35M ﹤0.01%
58,730
-150,200
1357
$1.35M ﹤0.01%
119,062
+4,687
1358
$1.35M ﹤0.01%
36,593
-592
1359
$1.35M ﹤0.01%
45,114
-3,713
1360
$1.34M ﹤0.01%
14,904
+7
1361
$1.34M ﹤0.01%
32,443
+6,517
1362
$1.32M ﹤0.01%
15,358
+292
1363
$1.32M ﹤0.01%
79,398
-7,930
1364
$1.31M ﹤0.01%
28,895
-11,259
1365
$1.31M ﹤0.01%
133,452
-9,638
1366
$1.31M ﹤0.01%
+33,842
1367
$1.3M ﹤0.01%
20,602
1368
$1.3M ﹤0.01%
12,585
+205
1369
$1.3M ﹤0.01%
16,065
-59,286
1370
$1.29M ﹤0.01%
36,114
+5,414
1371
$1.29M ﹤0.01%
69,609
+2,651
1372
$1.29M ﹤0.01%
7,307
+382
1373
$1.29M ﹤0.01%
159,361
+25,472
1374
$1.28M ﹤0.01%
9,216
+6,861
1375
$1.28M ﹤0.01%
11,071
-8,489
53 54
55
56 57