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
1901
$413K ﹤0.01%
47,939
-17,488
1902
$412K ﹤0.01%
14,220
-16,546
1903
$411K ﹤0.01%
3,548
-48
1904
$409K ﹤0.01%
1,158
+505
1905
$408K ﹤0.01%
11,794
+1,551
1906
$407K ﹤0.01%
16,680
1907
$407K ﹤0.01%
5,075
+646
1908
$406K ﹤0.01%
25,102
+1,440
1909
$403K ﹤0.01%
25,505
-870
1910
$401K ﹤0.01%
20,101
+8,237
1911
$400K ﹤0.01%
26,652
-8,801
1912
$400K ﹤0.01%
8,681
-869
1913
$399K ﹤0.01%
+18,701
1914
$398K ﹤0.01%
12,387
1915
$396K ﹤0.01%
41,460
+168
1916
$396K ﹤0.01%
2,628
-64
1917
$395K ﹤0.01%
26,307
+5,963
1918
$395K ﹤0.01%
24,042
+515
1919
$394K ﹤0.01%
15,517
-17,752
1920
$393K ﹤0.01%
219,564
-2,202
1921
$392K ﹤0.01%
5,996
+2,699
1922
$391K ﹤0.01%
38,737
1923
$391K ﹤0.01%
8,808
+1,145
1924
$391K ﹤0.01%
4,821
-647
1925
$391K ﹤0.01%
22,889
-22,653
75 76
77
78 79