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
1801
$497K ﹤0.01%
+4,868
1802
$497K ﹤0.01%
17,275
+394
1803
$495K ﹤0.01%
29,634
-71,360
1804
$495K ﹤0.01%
14,855
-2,171
1805
$494K ﹤0.01%
5,507
-1,137
1806
$493K ﹤0.01%
32,027
+377
1807
$493K ﹤0.01%
6,740
1808
$491K ﹤0.01%
12,036
+4,837
1809
$486K ﹤0.01%
9,721
-406
1810
$486K ﹤0.01%
9,850
-5,719
1811
$486K ﹤0.01%
33,229
-591
1812
$485K ﹤0.01%
3,445
1813
$485K ﹤0.01%
15,987
+160
1814
$484K ﹤0.01%
1,558
+26
1815
$484K ﹤0.01%
17,448
+2,135
1816
$481K ﹤0.01%
6,207
+569
1817
$480K ﹤0.01%
3,048
-133
1818
$480K ﹤0.01%
8,765
+56
1819
$478K ﹤0.01%
28,460
+6,109
1820
$477K ﹤0.01%
50,479
+1,233
1821
$477K ﹤0.01%
11,522
+3,883
1822
$476K ﹤0.01%
12,696
-266
1823
$476K ﹤0.01%
7,115
-1,771
1824
$476K ﹤0.01%
9,153
+310
1825
$475K ﹤0.01%
15,680
-2,992
71 72
73
74 75