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
2426
$58K ﹤0.01%
4,512
2427
$55K ﹤0.01%
19,000
2428
$54K ﹤0.01%
10,828
-1,050
2429
$53K ﹤0.01%
10,261
-2,433
2430
$53K ﹤0.01%
18,050
2431
$53K ﹤0.01%
+931
2432
$50K ﹤0.01%
24,896
-35,948
2433
$45K ﹤0.01%
21,200
2434
$45K ﹤0.01%
3,950
-1,457
2435
$44K ﹤0.01%
3,682
2436
$44K ﹤0.01%
10,200
2437
$43K ﹤0.01%
28,196
+5,030
2438
$41K ﹤0.01%
20,738
2439
$40K ﹤0.01%
63,867
2440
$37K ﹤0.01%
11,423
-682
2441
$36K ﹤0.01%
22,650
2442
$36K ﹤0.01%
12,000
2443
$36K ﹤0.01%
2,050
2444
$33K ﹤0.01%
11,750
2445
$33K ﹤0.01%
1,130
2446
$28K ﹤0.01%
+11,641
2447
$27K ﹤0.01%
269
+19
2448
$26K ﹤0.01%
1,268
-105
2449
$25K ﹤0.01%
1,683
2450
$21K ﹤0.01%
17,290
+4,500
96 97
98
99 100