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
1751
$553K ﹤0.01%
29,343
-106,258
1752
$553K ﹤0.01%
30,108
-24,552
1753
$553K ﹤0.01%
38,071
-4,385
1754
$553K ﹤0.01%
8,458
+99
1755
$551K ﹤0.01%
10,778
+3,235
1756
$550K ﹤0.01%
45,629
+945
1757
$550K ﹤0.01%
138,811
-4,825
1758
$550K ﹤0.01%
9,043
+497
1759
$549K ﹤0.01%
11,548
+94
1760
$544K ﹤0.01%
24,159
-1,843
1761
$544K ﹤0.01%
12,096
+305
1762
$542K ﹤0.01%
11,775
-784
1763
$542K ﹤0.01%
21,932
+997
1764
$541K ﹤0.01%
9,652
+274
1765
$539K ﹤0.01%
32,197
-551
1766
$535K ﹤0.01%
17,386
-109
1767
$534K ﹤0.01%
15,498
-9
1768
$534K ﹤0.01%
50,722
-70,384
1769
$530K ﹤0.01%
51,103
-19,043
1770
$529K ﹤0.01%
2,490
-515
1771
$529K ﹤0.01%
35,478
-125,873
1772
$528K ﹤0.01%
17,522
+1,659
1773
$527K ﹤0.01%
11,912
-1,510
1774
$527K ﹤0.01%
28,181
+218
1775
$525K ﹤0.01%
6,196
+2,807
69 70
71
72 73