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
1951
$376K ﹤0.01%
68,023
+4,562
1952
$376K ﹤0.01%
8,679
+1,003
1953
$374K ﹤0.01%
42,897
-270
1954
$373K ﹤0.01%
45,051
+3,970
1955
$372K ﹤0.01%
11,709
-19,210
1956
$371K ﹤0.01%
11,021
-997
1957
$371K ﹤0.01%
12,641
-1,846
1958
$371K ﹤0.01%
12,255
-78
1959
$371K ﹤0.01%
5,165
-2,016
1960
$369K ﹤0.01%
21,733
+1,438
1961
$367K ﹤0.01%
22,206
+1,419
1962
$365K ﹤0.01%
4,228
+356
1963
$364K ﹤0.01%
29,943
-18,503
1964
$364K ﹤0.01%
8,726
-3,958
1965
$363K ﹤0.01%
7,144
1966
$361K ﹤0.01%
35,205
-520
1967
$360K ﹤0.01%
6,766
+74
1968
$357K ﹤0.01%
8,684
-300
1969
$356K ﹤0.01%
5,575
+593
1970
$355K ﹤0.01%
+19,019
1971
$355K ﹤0.01%
4,341
+288
1972
$355K ﹤0.01%
13,424
+3,737
1973
$353K ﹤0.01%
15,121
-16,164
1974
$352K ﹤0.01%
4,450
1975
$352K ﹤0.01%
7,700
+96
77 78
79
80 81