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
526
$10.8M 0.02%
196,474
+31,320
527
$10.7M 0.02%
483,108
+5,213
528
$10.7M 0.02%
215,288
-175,310
529
$10.7M 0.02%
62,271
+1,576
530
$10.7M 0.02%
232,385
+4,231
531
$10.7M 0.02%
351,538
+15,550
532
$10.6M 0.02%
216,046
-23,573
533
$10.6M 0.02%
138,846
-9,848
534
$10.6M 0.02%
316,334
+82,235
535
$10.5M 0.02%
186,465
+1,332
536
$10.5M 0.02%
243,592
-28
537
$10.4M 0.02%
25,149
+2,508
538
$10.4M 0.02%
389,179
-812
539
$10.4M 0.02%
107,053
-19,212
540
$10.4M 0.02%
302,523
-91,017
541
$10.4M 0.02%
172,879
-205
542
$10.4M 0.02%
489,343
+166,151
543
$10.3M 0.02%
51,339
-1,420
544
$10.2M 0.02%
127,967
-11,370
545
$10.2M 0.02%
49,271
+11,924
546
$10.2M 0.02%
311,150
+21,954
547
$10.2M 0.02%
67,412
+97
548
$10.2M 0.02%
84,582
-1,475
549
$10.2M 0.02%
340,885
+140,337
550
$10.1M 0.02%
159,867
-22,690
20 21
22
23 24