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
1601
$756K ﹤0.01%
17,551
-810
1602
$755K ﹤0.01%
+23,267
1603
$751K ﹤0.01%
88,756
+7,618
1604
$751K ﹤0.01%
20,242
-37,658
1605
$750K ﹤0.01%
10,641
+4,575
1606
$749K ﹤0.01%
4,958
-1,617
1607
$749K ﹤0.01%
72,881
-4,122
1608
$749K ﹤0.01%
76,287
-97,833
1609
$748K ﹤0.01%
3,361
-320
1610
$746K ﹤0.01%
53,026
-1,974
1611
$745K ﹤0.01%
93,528
+1,200
1612
$744K ﹤0.01%
+21,707
1613
$738K ﹤0.01%
+16,610
1614
$738K ﹤0.01%
40,519
-3,244
1615
$737K ﹤0.01%
27,875
+2,943
1616
$735K ﹤0.01%
10,600
-468
1617
$734K ﹤0.01%
59,222
-16,366
1618
$733K ﹤0.01%
100,117
-21,444
1619
$731K ﹤0.01%
9,971
+309
1620
$730K ﹤0.01%
10,552
-98,223
1621
$727K ﹤0.01%
7,700
-3
1622
$727K ﹤0.01%
53,187
+6,479
1623
$726K ﹤0.01%
20,871
+116
1624
$724K ﹤0.01%
32,694
-999
1625
$722K ﹤0.01%
14,616
+4,221
63 64
65
66 67