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
651
$7.55M 0.01%
95,081
-4,128
652
$7.51M 0.01%
25,646
+124
653
$7.47M 0.01%
53,293
-2,356
654
$7.41M 0.01%
730,832
+3,047
655
$7.39M 0.01%
277,744
+17,500
656
$7.38M 0.01%
161,478
+3,548
657
$7.36M 0.01%
100,283
+21
658
$7.31M 0.01%
22,708
-3,392
659
$7.29M 0.01%
126,148
+9,078
660
$7.29M 0.01%
255,261
-21,531
661
$7.28M 0.01%
83,027
+5,860
662
$7.22M 0.01%
79,194
-4,600
663
$7.16M 0.01%
22,511
+1,115
664
$7.15M 0.01%
79,858
-3,492
665
$7.13M 0.01%
39,122
+1,098
666
$7.08M 0.01%
205,194
-3,547
667
$7.05M 0.01%
85,452
+23,667
668
$7.02M 0.01%
52,780
+6,919
669
$7.01M 0.01%
211,061
+21,631
670
$7.01M 0.01%
112,175
-5,518
671
$6.98M 0.01%
85,948
-6,684
672
$6.95M 0.01%
37,815
+344
673
$6.92M 0.01%
238,113
-12,165
674
$6.89M 0.01%
328,956
-1,032,822
675
$6.89M 0.01%
158,382
+648
25 26
27
28 29