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
1501
$951K ﹤0.01%
38,633
-94,024
1502
$949K ﹤0.01%
30,860
-4,245
1503
$948K ﹤0.01%
117,766
+21,832
1504
$947K ﹤0.01%
33,441
+4,229
1505
$946K ﹤0.01%
82,012
-244
1506
$944K ﹤0.01%
7,527
-687
1507
$939K ﹤0.01%
26,784
+14,136
1508
$937K ﹤0.01%
86,220
+9,221
1509
$937K ﹤0.01%
1,581
+57
1510
$934K ﹤0.01%
41,005
+5,790
1511
$933K ﹤0.01%
29,088
+4,674
1512
$929K ﹤0.01%
34,521
-24
1513
$928K ﹤0.01%
46,597
+8,479
1514
$925K ﹤0.01%
66,584
-3,907
1515
$924K ﹤0.01%
95,287
-70,953
1516
$920K ﹤0.01%
80,381
1517
$919K ﹤0.01%
4,146
-22
1518
$918K ﹤0.01%
433,001
1519
$917K ﹤0.01%
6,934
-3,137
1520
$917K ﹤0.01%
6,506
1521
$916K ﹤0.01%
20,477
+451
1522
$916K ﹤0.01%
5,558
-1,385
1523
$915K ﹤0.01%
15,834
-6,200
1524
$902K ﹤0.01%
14,934
-92,783
1525
$902K ﹤0.01%
30,499
+2,746
59 60
61
62 63