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
1676
$645K ﹤0.01%
16,478
-2,755
1677
$645K ﹤0.01%
39,173
-447,292
1678
$643K ﹤0.01%
15,139
-5,601
1679
$642K ﹤0.01%
38,420
-1,022
1680
$641K ﹤0.01%
13,903
-6,748
1681
$639K ﹤0.01%
17,525
-62,961
1682
$639K ﹤0.01%
18,413
+1,655
1683
$638K ﹤0.01%
130,771
+17,767
1684
$636K ﹤0.01%
26,176
+980
1685
$635K ﹤0.01%
5,495
+695
1686
$635K ﹤0.01%
8,541
+1,622
1687
$633K ﹤0.01%
13,638
-5,042
1688
$632K ﹤0.01%
23,789
-796
1689
$631K ﹤0.01%
14,333
+2,083
1690
$630K ﹤0.01%
16,334
+831
1691
$629K ﹤0.01%
54,331
+539
1692
$627K ﹤0.01%
10,627
+426
1693
$625K ﹤0.01%
8,331
+2,767
1694
$624K ﹤0.01%
30,997
-4,334
1695
$623K ﹤0.01%
11,611
-424
1696
$620K ﹤0.01%
17,177
+2,799
1697
$620K ﹤0.01%
25,282
-587
1698
$618K ﹤0.01%
21,000
-16,063
1699
$618K ﹤0.01%
21,380
+9,350
1700
$618K ﹤0.01%
15,002
-2,420
66 67
68
69 70