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
2176
$239K ﹤0.01%
7,481
-2,049
2177
$238K ﹤0.01%
6,716
-1,324
2178
$238K ﹤0.01%
4,280
-86
2179
$237K ﹤0.01%
2,392
-316
2180
$236K ﹤0.01%
5,687
2181
$235K ﹤0.01%
5,808
-80,158
2182
$234K ﹤0.01%
10,374
-1,364
2183
$234K ﹤0.01%
4,756
-3,539
2184
$234K ﹤0.01%
+4,709
2185
$234K ﹤0.01%
3,351
+2,042
2186
$234K ﹤0.01%
14,796
+435
2187
$234K ﹤0.01%
3,219
+30
2188
$232K ﹤0.01%
28,622
-26,529
2189
$232K ﹤0.01%
70,422
-17,889
2190
$232K ﹤0.01%
12,773
-7,115
2191
$230K ﹤0.01%
3,437
+310
2192
$230K ﹤0.01%
24,576
-182
2193
$230K ﹤0.01%
30,850
+15,850
2194
$230K ﹤0.01%
12,384
+396
2195
$230K ﹤0.01%
+2,298
2196
$230K ﹤0.01%
3,284
+314
2197
$229K ﹤0.01%
48,579
+4,452
2198
$229K ﹤0.01%
6,998
-9,916
2199
$229K ﹤0.01%
18,267
+50
2200
$229K ﹤0.01%
14,501
-604
86 87
88
89 90