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
2401
$85K ﹤0.01%
6,431
2402
$84K ﹤0.01%
25,777
-1,270
2403
$83K ﹤0.01%
11,976
-3,164
2404
$83K ﹤0.01%
13,776
-257
2405
$82K ﹤0.01%
111,705
-1,500
2406
$82K ﹤0.01%
1,636
-6,367
2407
$79K ﹤0.01%
13,510
-147,130
2408
$78K ﹤0.01%
16,114
-8,000
2409
$76K ﹤0.01%
541
-541
2410
$75K ﹤0.01%
10,313
-4,200
2411
$73K ﹤0.01%
27,571
+6,283
2412
$70K ﹤0.01%
1,628
-1,626
2413
$69K ﹤0.01%
12,139
2414
$69K ﹤0.01%
17,270
-12,049
2415
$67K ﹤0.01%
+31,733
2416
$66K ﹤0.01%
12,120
-17,500
2417
$65K ﹤0.01%
673
2418
$63K ﹤0.01%
7,800
+300
2419
$63K ﹤0.01%
13,662
2420
$62K ﹤0.01%
22,679
+5,265
2421
$62K ﹤0.01%
57,500
2422
$61K ﹤0.01%
45,000
2423
$61K ﹤0.01%
25,974
-3,383
2424
$60K ﹤0.01%
10,072
-1,522
2425
$59K ﹤0.01%
2,156
+294
95 96
97
98 99