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
1401
$1.19M ﹤0.01%
52,522
-1,282
1402
$1.19M ﹤0.01%
21,491
+47
1403
$1.19M ﹤0.01%
8,981
-2,681
1404
$1.19M ﹤0.01%
27,240
1405
$1.19M ﹤0.01%
18,301
-2,555
1406
$1.18M ﹤0.01%
27,972
-11,130
1407
$1.17M ﹤0.01%
48,294
+7,603
1408
$1.17M ﹤0.01%
75,416
+62,816
1409
$1.17M ﹤0.01%
18,230
+683
1410
$1.16M ﹤0.01%
26,576
-1,363
1411
$1.16M ﹤0.01%
50,330
-34,019
1412
$1.16M ﹤0.01%
15,684
-2,804
1413
$1.16M ﹤0.01%
33,620
-5,003
1414
$1.15M ﹤0.01%
67,094
-4,012
1415
$1.15M ﹤0.01%
15,263
+11,621
1416
$1.15M ﹤0.01%
21,342
-3,732
1417
$1.15M ﹤0.01%
22,760
+208
1418
$1.15M ﹤0.01%
30,510
+3,403
1419
$1.15M ﹤0.01%
44,520
+10,620
1420
$1.14M ﹤0.01%
21,096
+4,545
1421
$1.14M ﹤0.01%
12,132
-2,907
1422
$1.14M ﹤0.01%
43,548
-11,295
1423
$1.14M ﹤0.01%
17,439
-5,648
1424
$1.14M ﹤0.01%
23,098
-340
1425
$1.13M ﹤0.01%
79,171
+11,894
55 56
57
58 59