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
1451
$1.07M ﹤0.01%
25,840
+39
1452
$1.07M ﹤0.01%
38,677
-11,449
1453
$1.07M ﹤0.01%
12,958
-11,557
1454
$1.06M ﹤0.01%
25,181
+11,590
1455
$1.06M ﹤0.01%
25,571
+441
1456
$1.06M ﹤0.01%
17,964
-21,958
1457
$1.05M ﹤0.01%
10,505
-4,708
1458
$1.05M ﹤0.01%
233,878
-27,418
1459
$1.05M ﹤0.01%
+172,859
1460
$1.05M ﹤0.01%
25,218
+4,865
1461
$1.05M ﹤0.01%
79,498
-7,334
1462
$1.04M ﹤0.01%
47,924
+2,100
1463
$1.04M ﹤0.01%
26,597
+1,574
1464
$1.03M ﹤0.01%
16,768
+848
1465
$1.03M ﹤0.01%
91,452
+860
1466
$1.03M ﹤0.01%
55,073
+43,624
1467
$1.03M ﹤0.01%
4,433
+197
1468
$1.02M ﹤0.01%
21,103
-1,730
1469
$1.02M ﹤0.01%
78,833
-6,522
1470
$1.02M ﹤0.01%
52,031
-977
1471
$1.01M ﹤0.01%
22,868
1472
$1.01M ﹤0.01%
157,138
+2,167
1473
$1M ﹤0.01%
29,443
-14,520
1474
$1M ﹤0.01%
16,713
-374
1475
$999K ﹤0.01%
152,106
-5,972
57 58
59
60 61