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
2301
$181K ﹤0.01%
14,199
-4,680
2302
$181K ﹤0.01%
17,871
+750
2303
$180K ﹤0.01%
29,666
-2,992
2304
$179K ﹤0.01%
20,387
-21,942
2305
$175K ﹤0.01%
13,897
+280
2306
$174K ﹤0.01%
13,785
2307
$174K ﹤0.01%
13,160
+850
2308
$174K ﹤0.01%
12,569
+2,095
2309
$171K ﹤0.01%
25,737
-2,424
2310
$170K ﹤0.01%
15,002
-1,641
2311
$165K ﹤0.01%
11,398
-3,973
2312
$164K ﹤0.01%
21,859
-179,559
2313
$164K ﹤0.01%
13,434
+219
2314
$162K ﹤0.01%
12,941
-8,365
2315
$162K ﹤0.01%
11,071
-13,809
2316
$162K ﹤0.01%
10,768
-15,143
2317
$161K ﹤0.01%
21,351
+9,313
2318
$160K ﹤0.01%
18,090
-26,120
2319
$159K ﹤0.01%
+21,704
2320
$158K ﹤0.01%
11,234
-8,976
2321
$158K ﹤0.01%
+17,411
2322
$157K ﹤0.01%
15,703
+708
2323
$157K ﹤0.01%
11,391
-17,380
2324
$157K ﹤0.01%
35,315
+205
2325
$157K ﹤0.01%
22,805
-3,040
91 92
93
94 95