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
1726
$581K ﹤0.01%
53,307
+373
1727
$581K ﹤0.01%
24,993
+2,066
1728
$578K ﹤0.01%
10,238
+2,289
1729
$576K ﹤0.01%
9,843
-2,668
1730
$576K ﹤0.01%
15,039
-1
1731
$575K ﹤0.01%
10,164
+306
1732
$575K ﹤0.01%
8,055
-2,232
1733
$573K ﹤0.01%
31,906
-12,580
1734
$572K ﹤0.01%
51,081
1735
$571K ﹤0.01%
19,261
-1,854
1736
$571K ﹤0.01%
20,360
+1,328
1737
$570K ﹤0.01%
7,093
-336
1738
$568K ﹤0.01%
13,447
-726
1739
$567K ﹤0.01%
27,771
+455
1740
$567K ﹤0.01%
4,505
+1,006
1741
$567K ﹤0.01%
37,827
+11,243
1742
$565K ﹤0.01%
33,944
-20,410
1743
$565K ﹤0.01%
38,068
+39
1744
$563K ﹤0.01%
15,387
-14
1745
$560K ﹤0.01%
13,278
-9,394
1746
$560K ﹤0.01%
3,377
+54
1747
$558K ﹤0.01%
16,343
-5,615
1748
$557K ﹤0.01%
53,912
1749
$556K ﹤0.01%
16,275
+933
1750
$554K ﹤0.01%
12,149
-182
68 69
70
71 72