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
1701
$617K ﹤0.01%
28,143
-183,790
1702
$615K ﹤0.01%
6,496
-2,786
1703
$615K ﹤0.01%
9,209
-8,720
1704
$613K ﹤0.01%
18,327
-468
1705
$612K ﹤0.01%
6,823
+1
1706
$608K ﹤0.01%
23,194
-177,272
1707
$608K ﹤0.01%
18,734
-109
1708
$606K ﹤0.01%
44,892
-15,993
1709
$604K ﹤0.01%
9,307
+155
1710
$603K ﹤0.01%
18,050
+580
1711
$602K ﹤0.01%
11,373
-945
1712
$600K ﹤0.01%
18,461
-617
1713
$600K ﹤0.01%
10,538
-13,232
1714
$599K ﹤0.01%
21,783
-9,277
1715
$597K ﹤0.01%
6,250
-429
1716
$597K ﹤0.01%
23,723
+266
1717
$595K ﹤0.01%
23,335
+3,059
1718
$594K ﹤0.01%
24,579
+1,189
1719
$593K ﹤0.01%
7,498
+524
1720
$593K ﹤0.01%
10,270
-12,227
1721
$592K ﹤0.01%
10,813
-13
1722
$591K ﹤0.01%
14,301
-4,400
1723
$587K ﹤0.01%
24,200
+11,617
1724
$584K ﹤0.01%
23,979
-1,251
1725
$584K ﹤0.01%
6,114
-7,974
67 68
69
70 71