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
1826
$474K ﹤0.01%
23,316
1827
$474K ﹤0.01%
8,230
+200
1828
$473K ﹤0.01%
9,445
-159
1829
$472K ﹤0.01%
14,357
+1,916
1830
$472K ﹤0.01%
24,323
-8,007
1831
$471K ﹤0.01%
13,374
-41
1832
$470K ﹤0.01%
12,007
+224
1833
$469K ﹤0.01%
7,383
-165
1834
$469K ﹤0.01%
36,600
+9,800
1835
$469K ﹤0.01%
10,526
+17
1836
$468K ﹤0.01%
12,647
-9,439
1837
$468K ﹤0.01%
6,652
+1,660
1838
$468K ﹤0.01%
25,992
+267
1839
$467K ﹤0.01%
11,500
1840
$466K ﹤0.01%
14,535
1841
$466K ﹤0.01%
17,118
+1,189
1842
$465K ﹤0.01%
24,854
-914
1843
$463K ﹤0.01%
11,691
+1,353
1844
$462K ﹤0.01%
+11,297
1845
$462K ﹤0.01%
98,420
-30,077
1846
$461K ﹤0.01%
31,436
-872
1847
$460K ﹤0.01%
14,312
-520
1848
$460K ﹤0.01%
15,017
-68,229
1849
$459K ﹤0.01%
6,168
+62
1850
$458K ﹤0.01%
14,242
-3,850
72 73
74
75 76