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
– –
-14,420
2602
– –
-118,952
2603
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-7,935
2604
– –
-9,682
2605
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-8,210
2606
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-30,024
2607
– –
-3,780
2608
– –
-8,754
2609
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-100,152
2610
– –
-7,337
2611
– –
-7,254
2612
– –
-6,359
2613
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-116,673
2614
– –
-12,600
2615
– –
-6,745
2616
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-6,399
2617
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-10,347
2618
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-147,355
2619
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-11,644
2620
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-12,138
2621
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-2,310
2622
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-13,796
2623
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-17,989
2624
– –
-12,900
2625
– –
-1,433
103 104
105
106 107