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
1776
$524K ﹤0.01%
10,067
-11,153
1777
$523K ﹤0.01%
12,973
-62
1778
$523K ﹤0.01%
23,865
-11,266
1779
$520K ﹤0.01%
7,510
+205
1780
$519K ﹤0.01%
36,095
-24,882
1781
$518K ﹤0.01%
+23,829
1782
$517K ﹤0.01%
14,101
-3,304
1783
$516K ﹤0.01%
9,114
-181
1784
$515K ﹤0.01%
33,535
+11,206
1785
$514K ﹤0.01%
24,905
-52,668
1786
$514K ﹤0.01%
57,718
-4,843
1787
$513K ﹤0.01%
7,148
-200
1788
$512K ﹤0.01%
18,025
+3,721
1789
$511K ﹤0.01%
10,963
-1,179
1790
$509K ﹤0.01%
53,408
-4
1791
$508K ﹤0.01%
11,036
+70
1792
$507K ﹤0.01%
15,443
-2,639
1793
$507K ﹤0.01%
24,237
-8,304
1794
$506K ﹤0.01%
+8,942
1795
$502K ﹤0.01%
5,659
+33
1796
$499K ﹤0.01%
13,123
-93,872
1797
$499K ﹤0.01%
13,632
+44
1798
$499K ﹤0.01%
20,209
+44
1799
$498K ﹤0.01%
48,015
-3,258
1800
$497K ﹤0.01%
10,063
+783
70 71
72
73 74