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
2226
$220K ﹤0.01%
5,947
-86
2227
$220K ﹤0.01%
20,815
-17,181
2228
$219K ﹤0.01%
10,456
-1,003
2229
$219K ﹤0.01%
+8,573
2230
$219K ﹤0.01%
10,918
2231
$218K ﹤0.01%
+5,474
2232
$218K ﹤0.01%
12,019
-8,691
2233
$218K ﹤0.01%
6,520
+50
2234
$217K ﹤0.01%
20,708
-15,462
2235
$216K ﹤0.01%
1,873
-2,417
2236
$215K ﹤0.01%
10,685
-15,195
2237
$215K ﹤0.01%
126,331
+3,722
2238
$215K ﹤0.01%
+4,237
2239
$215K ﹤0.01%
14,063
+120
2240
$215K ﹤0.01%
+2,448
2241
$215K ﹤0.01%
6,381
-2,745
2242
$214K ﹤0.01%
7,570
+29
2243
$214K ﹤0.01%
16,111
-183
2244
$213K ﹤0.01%
3,510
-160
2245
$212K ﹤0.01%
42,480
+8,654
2246
$212K ﹤0.01%
+3,393
2247
$211K ﹤0.01%
6,054
-8,304
2248
$211K ﹤0.01%
+9,821
2249
$211K ﹤0.01%
7,179
-72,961
2250
$211K ﹤0.01%
5,421
-2,173
88 89
90
91 92