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
2251
$210K ﹤0.01%
+1,334
2252
$210K ﹤0.01%
2,617
-1,033
2253
$210K ﹤0.01%
+8,997
2254
$210K ﹤0.01%
19,980
2255
$209K ﹤0.01%
34,798
+14,780
2256
$209K ﹤0.01%
15,888
-18,177
2257
$209K ﹤0.01%
8,643
-479
2258
$208K ﹤0.01%
+3,525
2259
$207K ﹤0.01%
2,780
2260
$207K ﹤0.01%
15,800
-1,700
2261
$207K ﹤0.01%
7,610
2262
$207K ﹤0.01%
107,667
-32,136
2263
$206K ﹤0.01%
5,309
+6
2264
$206K ﹤0.01%
+9,531
2265
$206K ﹤0.01%
+6,453
2266
$205K ﹤0.01%
3,590
-3,740
2267
$205K ﹤0.01%
33,030
2268
$205K ﹤0.01%
8,151
-10,692
2269
$204K ﹤0.01%
+13,855
2270
$202K ﹤0.01%
+27,350
2271
$202K ﹤0.01%
+2,233
2272
$201K ﹤0.01%
2,368
-286
2273
$201K ﹤0.01%
+5,968
2274
$201K ﹤0.01%
+8,207
2275
$201K ﹤0.01%
6,689
-742
89 90
91
92 93