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
2126
$266K ﹤0.01%
12,949
+8
2127
$266K ﹤0.01%
19,598
+6,053
2128
$265K ﹤0.01%
50,000
2129
$265K ﹤0.01%
7,602
+279
2130
$265K ﹤0.01%
28,950
-7,029
2131
$265K ﹤0.01%
12,048
-640
2132
$264K ﹤0.01%
25,460
+2,064
2133
$264K ﹤0.01%
15,948
+3,030
2134
$264K ﹤0.01%
4,150
-705
2135
$263K ﹤0.01%
16,370
2136
$262K ﹤0.01%
3,435
-1,481
2137
$261K ﹤0.01%
39,288
+4,937
2138
$260K ﹤0.01%
10,475
2139
$259K ﹤0.01%
20,471
-6,887
2140
$258K ﹤0.01%
20,129
2141
$258K ﹤0.01%
8,313
-1,195
2142
$257K ﹤0.01%
14,250
2143
$257K ﹤0.01%
5,691
-9,160
2144
$256K ﹤0.01%
+6,459
2145
$256K ﹤0.01%
37,608
-51,188
2146
$256K ﹤0.01%
13,038
-250,665
2147
$255K ﹤0.01%
2,400
-2,030
2148
$255K ﹤0.01%
4,177
-88
2149
$254K ﹤0.01%
+5,524
2150
$253K ﹤0.01%
1,816
-62
84 85
86
87 88