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
801
$4.83M 0.01%
138,045
+9,630
802
$4.82M 0.01%
93,175
+4,604
803
$4.82M 0.01%
59,394
+11,091
804
$4.8M 0.01%
281,054
+563
805
$4.8M 0.01%
19,873
+276
806
$4.79M 0.01%
20,122
+1,160
807
$4.77M 0.01%
40,886
-659
808
$4.75M 0.01%
186,430
-39,575
809
$4.75M 0.01%
78,553
+214
810
$4.75M 0.01%
115,350
+104,020
811
$4.73M 0.01%
398,286
+12,601
812
$4.73M 0.01%
60,648
-2,581
813
$4.73M 0.01%
96,267
+11,921
814
$4.71M 0.01%
21,164
+2,742
815
$4.71M 0.01%
+268,260
816
$4.7M 0.01%
253,573
817
$4.68M 0.01%
44,069
-6,210
818
$4.68M 0.01%
37,670
-2,444
819
$4.68M 0.01%
173,740
-10,480
820
$4.68M 0.01%
9,636
+2,010
821
$4.64M 0.01%
110,370
-29,621
822
$4.61M 0.01%
68,628
+45,377
823
$4.57M 0.01%
127,475
+1,860
824
$4.56M 0.01%
45,654
+32,901
825
$4.56M 0.01%
120,792
+11,374
31 32
33
34 35