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
2151
$252K ﹤0.01%
14,748
-20,285
2152
$252K ﹤0.01%
5,827
+516
2153
$252K ﹤0.01%
+40,550
2154
$252K ﹤0.01%
24,748
+998
2155
$251K ﹤0.01%
13,088
-2,098
2156
$251K ﹤0.01%
8,771
-22,374
2157
$251K ﹤0.01%
8,817
+1,240
2158
$249K ﹤0.01%
23,247
-195
2159
$249K ﹤0.01%
13,058
-2,303
2160
$247K ﹤0.01%
10,175
-400
2161
$247K ﹤0.01%
1,942
+248
2162
$246K ﹤0.01%
9,361
-1,031
2163
$246K ﹤0.01%
7,300
+1,388
2164
$246K ﹤0.01%
+5,394
2165
$245K ﹤0.01%
+8,048
2166
$245K ﹤0.01%
6,053
-8,739
2167
$243K ﹤0.01%
7,448
+825
2168
$243K ﹤0.01%
10,548
-252
2169
$243K ﹤0.01%
5,751
+257
2170
$241K ﹤0.01%
2,369
-850
2171
$241K ﹤0.01%
5,926
+1,273
2172
$241K ﹤0.01%
12,222
+554
2173
$240K ﹤0.01%
26,050
-1,915
2174
$240K ﹤0.01%
9,281
2175
$239K ﹤0.01%
17,450
-25,132
85 86
87
88 89