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
626
$8.16M 0.02%
341,189
-85,650
627
$8.15M 0.02%
220,409
+120,327
628
$8.04M 0.02%
134,633
-2,310
629
$8.04M 0.02%
176,946
-2,993
630
$7.95M 0.02%
78,263
-467
631
$7.94M 0.02%
71,753
+478
632
$7.94M 0.02%
110,624
-11,808
633
$7.93M 0.02%
247,244
-64,069
634
$7.92M 0.02%
421,780
-7,971
635
$7.9M 0.02%
160,313
+31,816
636
$7.84M 0.02%
355,694
-7,446
637
$7.83M 0.02%
476,591
-83,523
638
$7.83M 0.02%
203,297
-195,435
639
$7.83M 0.02%
117,387
+30,689
640
$7.83M 0.02%
93,502
+11,633
641
$7.82M 0.02%
39,725
+2,281
642
$7.81M 0.02%
95,107
-206
643
$7.8M 0.02%
78,576
-3,083
644
$7.79M 0.01%
38,678
+7,233
645
$7.77M 0.01%
168,653
-1,278
646
$7.74M 0.01%
259,082
-59,600
647
$7.65M 0.01%
46,015
-6,169
648
$7.64M 0.01%
22,756
+223
649
$7.63M 0.01%
78,549
+34,115
650
$7.56M 0.01%
172,035
+2,454
24 25
26
27 28