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
151
$69.4M 0.13%
1,020,113
-40,675
152
$69.3M 0.13%
635,672
+285,619
153
$69.2M 0.13%
635,087
+249,546
154
$67.9M 0.13%
443,382
+249,765
155
$67.9M 0.13%
661,799
-57,197
156
$67.7M 0.13%
569,770
+4,396
157
$66.7M 0.13%
1,653,492
+37,758
158
$66.3M 0.13%
496,778
-3,642
159
$66.2M 0.13%
903,650
+27,161
160
$65.8M 0.13%
1,213,826
+683,895
161
$65.7M 0.13%
1,836,431
+15,050
162
$65.5M 0.13%
196,027
+485
163
$65.4M 0.13%
1,192,308
+53,898
164
$65.3M 0.13%
983,329
-93,713
165
$65M 0.12%
657,061
+95,092
166
$64.3M 0.12%
647,940
+20,733
167
$63.4M 0.12%
2,461,047
-492,311
168
$63.2M 0.12%
4,120,734
+504,859
169
$63M 0.12%
602,212
-56,604
170
$62.5M 0.12%
2,821,626
+137,814
171
$62.1M 0.12%
1,962,042
-9,941
172
$60.9M 0.12%
423,395
-10,956
173
$60.5M 0.12%
1,658,306
-12,306
174
$60.4M 0.12%
752,983
-317,527
175
$60.1M 0.12%
71,611
-52
5 6
7
8 9