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
2076
$292K ﹤0.01%
5,816
-10,559
2077
$291K ﹤0.01%
4,292
-3,937
2078
$290K ﹤0.01%
12,422
-5,154
2079
$290K ﹤0.01%
2,032
-1,894
2080
$289K ﹤0.01%
21,418
-2,440
2081
$289K ﹤0.01%
28,918
+1,118
2082
$288K ﹤0.01%
6,339
-4,875
2083
$287K ﹤0.01%
2,961
+223
2084
$286K ﹤0.01%
+14,958
2085
$284K ﹤0.01%
4,160
-2,604
2086
$284K ﹤0.01%
15,986
2087
$284K ﹤0.01%
6,420
-15,944
2088
$284K ﹤0.01%
79,018
-76,357
2089
$284K ﹤0.01%
10,178
-500
2090
$283K ﹤0.01%
8,240
-1,823
2091
$282K ﹤0.01%
11,166
+925
2092
$281K ﹤0.01%
13,333
+700
2093
$281K ﹤0.01%
78,315
+6,121
2094
$281K ﹤0.01%
5,636
-5,764
2095
$280K ﹤0.01%
3,902
+289
2096
$279K ﹤0.01%
11,176
-4,225
2097
$278K ﹤0.01%
10,789
-3,210
2098
$278K ﹤0.01%
11,060
-1,400
2099
$277K ﹤0.01%
16,338
-3,829
2100
$277K ﹤0.01%
2,267
-127
82 83
84
85 86