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
2326
$156K ﹤0.01%
18,553
-66,526
2327
$156K ﹤0.01%
31,168
-7
2328
$155K ﹤0.01%
14,125
2329
$155K ﹤0.01%
15,156
-5,785
2330
$154K ﹤0.01%
19,001
-1,263
2331
$152K ﹤0.01%
20,087
-66
2332
$151K ﹤0.01%
12,399
-3,041
2333
$151K ﹤0.01%
17,000
+5,500
2334
$151K ﹤0.01%
10,082
-2,339
2335
$150K ﹤0.01%
11,725
+1,647
2336
$148K ﹤0.01%
16,721
-1,593
2337
$148K ﹤0.01%
15,322
+2,605
2338
$148K ﹤0.01%
13,020
+1,962
2339
$147K ﹤0.01%
19,703
-1,290
2340
$144K ﹤0.01%
14,000
-1,000
2341
$143K ﹤0.01%
4,845
-17,563
2342
$143K ﹤0.01%
2,604
+325
2343
$140K ﹤0.01%
10,745
-15,114
2344
$137K ﹤0.01%
+10,156
2345
$137K ﹤0.01%
13,315
-19,225
2346
$136K ﹤0.01%
+11,915
2347
$135K ﹤0.01%
10,348
-14,942
2348
$134K ﹤0.01%
16,568
-24,033
2349
$134K ﹤0.01%
15,029
2350
$134K ﹤0.01%
16,270
+1,920
92 93
94
95 96