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
2601
– –
-43,930
2602
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-53,776
2603
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-8,730
2604
– –
-18,600
2605
– –
-15,177
2606
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-29,580
2607
– –
-15,909
2608
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-14,439
2609
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-22,094
2610
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-2,570
2611
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-1,650
2612
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-17,789
2613
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-6,048
2614
– –
-25,331
2615
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-7,429
2616
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-32,669
2617
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-10,153
2618
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-386,106
2619
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-9,190
2620
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-96,252
2621
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-8,185
2622
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-12,631
2623
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-15,000
2624
– –
-16,548
2625
– –
-3,160
103 104
105
106 107