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
1576
$799K ﹤0.01%
25,820
-85,035
1577
$795K ﹤0.01%
20,569
-172
1578
$795K ﹤0.01%
28,634
-11,271
1579
$793K ﹤0.01%
22,218
+1,784
1580
$791K ﹤0.01%
37,891
-13,402
1581
$789K ﹤0.01%
3,980
-363
1582
$789K ﹤0.01%
20,601
1583
$785K ﹤0.01%
6,445
-1,397
1584
$780K ﹤0.01%
4,228
-329
1585
$779K ﹤0.01%
6,592
+306
1586
$777K ﹤0.01%
45,329
-166,598
1587
$777K ﹤0.01%
32,182
-3,017
1588
$776K ﹤0.01%
69,537
-48,755
1589
$773K ﹤0.01%
11,745
-2,425
1590
$770K ﹤0.01%
9,303
-3,878
1591
$770K ﹤0.01%
6,797
-225
1592
$769K ﹤0.01%
24,753
-338
1593
$766K ﹤0.01%
27,934
-160,546
1594
$765K ﹤0.01%
18,178
-2,197
1595
$763K ﹤0.01%
24,708
-1,712
1596
$763K ﹤0.01%
23,429
-29,752
1597
$762K ﹤0.01%
5,431
-463
1598
$761K ﹤0.01%
71,838
+60,000
1599
$760K ﹤0.01%
2,187
+60
1600
$758K ﹤0.01%
13,215
-10,196
62 63
64
65 66