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
1976
$352K ﹤0.01%
14,633
-7,314
1977
$352K ﹤0.01%
4,829
+46
1978
$350K ﹤0.01%
12,804
+2,683
1979
$350K ﹤0.01%
9,441
-282
1980
$349K ﹤0.01%
11,107
-28,033
1981
$349K ﹤0.01%
10,441
+114
1982
$349K ﹤0.01%
+4,480
1983
$348K ﹤0.01%
11,828
-519
1984
$348K ﹤0.01%
29,369
+108
1985
$347K ﹤0.01%
45,088
-27,620
1986
$347K ﹤0.01%
16,061
-1,127
1987
$347K ﹤0.01%
8,389
+2,456
1988
$347K ﹤0.01%
14,753
+3,476
1989
$346K ﹤0.01%
790
+9
1990
$345K ﹤0.01%
14,861
+799
1991
$344K ﹤0.01%
4,053
+242
1992
$344K ﹤0.01%
14,902
+1,328
1993
$343K ﹤0.01%
10,362
-4,098
1994
$343K ﹤0.01%
16,117
-9,890
1995
$343K ﹤0.01%
+1,059
1996
$342K ﹤0.01%
9,099
-6,602
1997
$342K ﹤0.01%
19,212
-15,515
1998
$342K ﹤0.01%
19,693
+3,708
1999
$340K ﹤0.01%
+11,676
2000
$340K ﹤0.01%
3,609
-351
78 79
80
81 82