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
351
$20.5M 0.04%
1,599,653
+1,194,906
352
$20.3M 0.04%
180,839
+782
353
$20.3M 0.04%
376,336
-30,260
354
$20.2M 0.04%
318,879
-128,411
355
$20M 0.04%
938,634
-123,364
356
$20M 0.04%
293,912
-254,363
357
$19.8M 0.04%
2,988,143
+2,975,941
358
$19.6M 0.04%
245,460
-7,065
359
$19.6M 0.04%
276,133
+71,705
360
$19.5M 0.04%
530,727
-147,480
361
$19.4M 0.04%
431,097
+6,941
362
$19.4M 0.04%
239,626
-60
363
$19.4M 0.04%
99,290
+9,777
364
$19.3M 0.04%
1,001,832
-124,770
365
$19.3M 0.04%
118,574
-7,107
366
$19.3M 0.04%
493,228
-30,475
367
$19.2M 0.04%
246,683
+871
368
$18.9M 0.04%
313,544
-33,455
369
$18.7M 0.04%
57,513
-5,087
370
$18.7M 0.04%
373,549
+133,251
371
$18.6M 0.04%
208,408
+11,297
372
$18.6M 0.04%
383,699
+15,515
373
$18.6M 0.04%
488,611
+12,800
374
$18.5M 0.04%
230,500
+19,711
375
$18.5M 0.04%
420,368
+102,098
13 14
15
16 17