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
176
$59.9M 0.12%
1,036,161
-62,319
177
$59.4M 0.11%
618,397
-48,423
178
$59.4M 0.11%
549,285
-462,652
179
$58.8M 0.11%
1,254,165
+141,390
180
$58.8M 0.11%
685,498
+26,628
181
$58.6M 0.11%
+1,161,390
182
$58.3M 0.11%
1,571,440
-60,097
183
$57.9M 0.11%
144,258
+1,253
184
$57.7M 0.11%
453,238
-61,736
185
$57.1M 0.11%
687,004
+43,654
186
$56.9M 0.11%
922,176
+145,515
187
$56.5M 0.11%
711,402
-460,259
188
$55.8M 0.11%
199,139
+8,705
189
$55.7M 0.11%
692,935
-79,579
190
$53.9M 0.1%
584,451
-74,053
191
$53.7M 0.1%
795,763
-71,413
192
$53.1M 0.1%
253,114
-8,278
193
$52.4M 0.1%
361,574
-5,735
194
$52.2M 0.1%
1,293,109
+38,776
195
$51.5M 0.1%
1,385,010
+66,775
196
$51.2M 0.1%
880,523
+48,782
197
$51M 0.1%
150,122
-14,836
198
$51M 0.1%
551,849
-20,762
199
$50.8M 0.1%
620,572
+4,645
200
$50.5M 0.1%
417,380
+15,017
6 7
8
9 10