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
1526
$901K ﹤0.01%
31,788
-620
1527
$896K ﹤0.01%
60,016
-555
1528
$892K ﹤0.01%
24,848
-47
1529
$892K ﹤0.01%
46,902
-893
1530
$889K ﹤0.01%
59,107
-4,095
1531
$888K ﹤0.01%
5,117
-436
1532
$886K ﹤0.01%
47,748
+5,272
1533
$883K ﹤0.01%
21,719
-5,779
1534
$882K ﹤0.01%
62,756
+16,230
1535
$881K ﹤0.01%
17,512
-14,147
1536
$879K ﹤0.01%
11,555
-2,901
1537
$878K ﹤0.01%
95,322
+3,721
1538
$877K ﹤0.01%
12,978
-41,429
1539
$876K ﹤0.01%
29,297
+1,434
1540
$868K ﹤0.01%
38,214
-7,813
1541
$867K ﹤0.01%
10,763
+394
1542
$866K ﹤0.01%
35,779
+1,422
1543
$866K ﹤0.01%
106,440
-978
1544
$864K ﹤0.01%
30,303
-7,931
1545
$859K ﹤0.01%
34,916
-3,249
1546
$856K ﹤0.01%
16,946
+250
1547
$856K ﹤0.01%
14,712
-10,047
1548
$855K ﹤0.01%
26,535
+428
1549
$854K ﹤0.01%
16,097
+7,943
1550
$854K ﹤0.01%
54,494
-68,175
60 61
62
63 64