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
2351
$133K ﹤0.01%
+16,581
2352
$132K ﹤0.01%
16,306
-23,424
2353
$131K ﹤0.01%
11,714
-16,914
2354
$131K ﹤0.01%
15,714
+2,342
2355
$130K ﹤0.01%
10,369
-5,133
2356
$129K ﹤0.01%
20,306
+7,373
2357
$126K ﹤0.01%
20,452
-5,147
2358
$126K ﹤0.01%
11,242
+353
2359
$125K ﹤0.01%
11,474
2360
$124K ﹤0.01%
20,116
-29,015
2361
$124K ﹤0.01%
11,928
+300
2362
$121K ﹤0.01%
10,000
2363
$121K ﹤0.01%
10,605
2364
$120K ﹤0.01%
13,603
-43
2365
$118K ﹤0.01%
13,625
-236
2366
$117K ﹤0.01%
11,903
+200
2367
$116K ﹤0.01%
17,701
+904
2368
$116K ﹤0.01%
19,955
-28,035
2369
$115K ﹤0.01%
10,435
-479
2370
$115K ﹤0.01%
13,589
-19,621
2371
$114K ﹤0.01%
13,413
+37
2372
$114K ﹤0.01%
+17,793
2373
$112K ﹤0.01%
14,033
+780
2374
$112K ﹤0.01%
40,034
+1,101
2375
$112K ﹤0.01%
50,016
93 94
95
96 97