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
1476
$998K ﹤0.01%
27,559
+254
1477
$996K ﹤0.01%
36,036
-1,263
1478
$996K ﹤0.01%
10,854
-12,472
1479
$994K ﹤0.01%
20,080
+1,258
1480
$993K ﹤0.01%
20,937
-142
1481
$991K ﹤0.01%
26,275
+221
1482
$990K ﹤0.01%
4,314
+110
1483
$988K ﹤0.01%
53,647
-15,865
1484
$985K ﹤0.01%
10,744
-442
1485
$985K ﹤0.01%
3,753
-696
1486
$985K ﹤0.01%
17,813
+610
1487
$980K ﹤0.01%
64,703
-20,973
1488
$974K ﹤0.01%
21,559
-281
1489
$972K ﹤0.01%
5,195
-171
1490
$969K ﹤0.01%
78,089
-132,878
1491
$969K ﹤0.01%
18,669
-19,048
1492
$968K ﹤0.01%
6,950
-328
1493
$966K ﹤0.01%
6,885
-533
1494
$965K ﹤0.01%
27,342
-22,193
1495
$964K ﹤0.01%
12,764
+1,852
1496
$960K ﹤0.01%
48,456
+23,456
1497
$959K ﹤0.01%
62,652
-795
1498
$953K ﹤0.01%
+46,468
1499
$951K ﹤0.01%
10,787
-2,250
1500
$951K ﹤0.01%
136,867
-62,010
58 59
60
61 62