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
1926
$390K ﹤0.01%
87,354
-315,452
1927
$390K ﹤0.01%
13,313
-15,264
1928
$390K ﹤0.01%
23,035
+7,051
1929
$388K ﹤0.01%
4,865
-1,209
1930
$388K ﹤0.01%
24,439
-1,354
1931
$387K ﹤0.01%
7,342
-1,919
1932
$386K ﹤0.01%
21,895
+3,973
1933
$386K ﹤0.01%
14,794
-1,697
1934
$386K ﹤0.01%
6,752
-8,610
1935
$386K ﹤0.01%
29,015
-6,638
1936
$385K ﹤0.01%
16,205
+460
1937
$384K ﹤0.01%
6,488
+2,950
1938
$384K ﹤0.01%
14,026
-1,335
1939
$383K ﹤0.01%
14,694
1940
$382K ﹤0.01%
9,824
-675
1941
$381K ﹤0.01%
71,835
+21,620
1942
$381K ﹤0.01%
1,421
+27
1943
$380K ﹤0.01%
7,126
+410
1944
$379K ﹤0.01%
+12,550
1945
$378K ﹤0.01%
15,704
-2,570
1946
$378K ﹤0.01%
15,661
-805
1947
$378K ﹤0.01%
7,089
+852
1948
$378K ﹤0.01%
6,161
-321
1949
$377K ﹤0.01%
+6,808
1950
$377K ﹤0.01%
7,850
-2,386
76 77
78
79 80