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
1551
$850K ﹤0.01%
24,992
+4,738
1552
$848K ﹤0.01%
112,513
+1,898
1553
$847K ﹤0.01%
90,139
+12,815
1554
$847K ﹤0.01%
4,503
+27
1555
$845K ﹤0.01%
10,491
+105
1556
$842K ﹤0.01%
15,397
-4,271
1557
$836K ﹤0.01%
9,821
+394
1558
$836K ﹤0.01%
65,592
-704
1559
$831K ﹤0.01%
10,932
+1,530
1560
$828K ﹤0.01%
20,838
-11,035
1561
$828K ﹤0.01%
72,812
-15,869
1562
$827K ﹤0.01%
20,450
1563
$825K ﹤0.01%
17,532
-1,453
1564
$823K ﹤0.01%
15,277
+8,251
1565
$823K ﹤0.01%
17,029
-18,823
1566
$820K ﹤0.01%
35,234
-2,657
1567
$817K ﹤0.01%
15,151
-2,253
1568
$816K ﹤0.01%
33,157
-10,776
1569
$814K ﹤0.01%
5,604
+156
1570
$813K ﹤0.01%
3,013
+7
1571
$809K ﹤0.01%
44,795
-556
1572
$808K ﹤0.01%
24,402
-2,612
1573
$804K ﹤0.01%
8,693
-167
1574
$803K ﹤0.01%
33,174
-5,088
1575
$802K ﹤0.01%
31,014
-126
61 62
63
64 65