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
1626
$721K ﹤0.01%
60,724
+5,559
1627
$719K ﹤0.01%
11,399
+1,341
1628
$717K ﹤0.01%
25,182
1629
$714K ﹤0.01%
18,009
-44,471
1630
$712K ﹤0.01%
20,293
+1,174
1631
$710K ﹤0.01%
8,849
-9,580
1632
$709K ﹤0.01%
14,177
+1,958
1633
$703K ﹤0.01%
+11,281
1634
$703K ﹤0.01%
69,256
+6,311
1635
$701K ﹤0.01%
13,582
-4,857
1636
$699K ﹤0.01%
+8,350
1637
$698K ﹤0.01%
18,415
-1,421
1638
$694K ﹤0.01%
41,727
+13,112
1639
$693K ﹤0.01%
8,320
-4
1640
$691K ﹤0.01%
38,139
-1,857
1641
$689K ﹤0.01%
8,438
-46
1642
$685K ﹤0.01%
41,868
-7,513
1643
$683K ﹤0.01%
13,896
-1,116
1644
$682K ﹤0.01%
62,575
-5,338
1645
$681K ﹤0.01%
1,266
1646
$679K ﹤0.01%
42,989
-13,617
1647
$678K ﹤0.01%
9,373
-573
1648
$676K ﹤0.01%
62,575
+34,699
1649
$675K ﹤0.01%
+31,254
1650
$673K ﹤0.01%
23,632
64 65
66
67 68