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
1651
$671K ﹤0.01%
15,439
+28
1652
$669K ﹤0.01%
30,169
-40,507
1653
$669K ﹤0.01%
28,645
+472
1654
$668K ﹤0.01%
+11,759
1655
$667K ﹤0.01%
8,859
-369
1656
$667K ﹤0.01%
43,263
-157,239
1657
$664K ﹤0.01%
+29,087
1658
$662K ﹤0.01%
20,578
+5,568
1659
$662K ﹤0.01%
7,904
-2,642
1660
$659K ﹤0.01%
36,697
-4,533
1661
$658K ﹤0.01%
17,498
+277
1662
$657K ﹤0.01%
10,761
-689
1663
$656K ﹤0.01%
44,887
+6,948
1664
$654K ﹤0.01%
28,901
-447
1665
$654K ﹤0.01%
+12,546
1666
$654K ﹤0.01%
38,608
+16,669
1667
$653K ﹤0.01%
7,848
+428
1668
$653K ﹤0.01%
56,667
-25,570
1669
$652K ﹤0.01%
33,425
1670
$651K ﹤0.01%
10,648
-1,198
1671
$651K ﹤0.01%
18,788
+2,155
1672
$650K ﹤0.01%
13,366
-2,834
1673
$649K ﹤0.01%
11,624
-1,155
1674
$647K ﹤0.01%
31,232
-4,746
1675
$647K ﹤0.01%
21,192
-385
65 66
67
68 69