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
2101
$277K ﹤0.01%
17,683
-421
2102
$277K ﹤0.01%
12,753
+42
2103
$277K ﹤0.01%
45,339
-8,970
2104
$275K ﹤0.01%
1,457
+209
2105
$275K ﹤0.01%
5,108
+610
2106
$274K ﹤0.01%
4,785
2107
$273K ﹤0.01%
+8,761
2108
$272K ﹤0.01%
16,428
-8,445
2109
$272K ﹤0.01%
13,554
+403
2110
$272K ﹤0.01%
+8,630
2111
$272K ﹤0.01%
6,143
-338
2112
$271K ﹤0.01%
3,116
+519
2113
$271K ﹤0.01%
4,500
+4
2114
$270K ﹤0.01%
12,203
+928
2115
$270K ﹤0.01%
17,901
+76
2116
$270K ﹤0.01%
73,359
+1,200
2117
$270K ﹤0.01%
22,981
+3,497
2118
$270K ﹤0.01%
9,071
-2,671
2119
$269K ﹤0.01%
6,450
-4,977
2120
$269K ﹤0.01%
2,745
-2,690
2121
$268K ﹤0.01%
140,800
-500
2122
$267K ﹤0.01%
9,277
+413
2123
$267K ﹤0.01%
10,627
+7,351
2124
$267K ﹤0.01%
16,579
2125
$266K ﹤0.01%
5,333
-1,962
83 84
85
86 87