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
201
$48.6M 0.09%
335,617
-3,388
202
$48.4M 0.09%
961,934
-213,224
203
$48.3M 0.09%
699,082
+26,672
204
$48.3M 0.09%
2,029,962
+1,521,865
205
$48.2M 0.09%
3,660,464
+421,929
206
$48.1M 0.09%
355,152
-18,761
207
$47.7M 0.09%
465,881
+2,154
208
$47.6M 0.09%
976,413
-116,589
209
$47.2M 0.09%
304,698
+918
210
$46.5M 0.09%
115,948
+20,985
211
$46.4M 0.09%
656,639
+29,402
212
$46.3M 0.09%
21,610
-1,790
213
$46.3M 0.09%
153,799
+147,616
214
$45.6M 0.09%
164,488
+7,117
215
$45.5M 0.09%
960,471
-82,646
216
$45.3M 0.09%
579,491
+177,409
217
$44.7M 0.09%
719,529
-6,272
218
$44.4M 0.09%
580,019
-94,389
219
$44.1M 0.08%
711,266
+572
220
$43.8M 0.08%
152,314
-803
221
$43.2M 0.08%
+859,962
222
$43.1M 0.08%
746,421
+123,469
223
$43M 0.08%
980,615
+110,988
224
$42.7M 0.08%
105
+23
225
$42.5M 0.08%
205,488
-5,631
7 8
9
10 11