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
901
$3.69M 0.01%
25,598
-2,344
902
$3.68M 0.01%
23,555
-832
903
$3.68M 0.01%
28,188
+465
904
$3.67M 0.01%
80,080
+51,628
905
$3.64M 0.01%
26,763
-1,511
906
$3.63M 0.01%
32,333
-8,563
907
$3.62M 0.01%
119,265
+3,746
908
$3.61M 0.01%
385,748
-6,981
909
$3.6M 0.01%
165,478
+8,753
910
$3.59M 0.01%
16,749
-527
911
$3.59M 0.01%
83,725
+2,500
912
$3.58M 0.01%
9,890
+2,241
913
$3.57M 0.01%
85,315
-95
914
$3.57M 0.01%
27,406
+3,300
915
$3.57M 0.01%
35,078
+867
916
$3.56M 0.01%
34,060
+10,834
917
$3.56M 0.01%
105,364
+186
918
$3.55M 0.01%
85,025
-1,411
919
$3.52M 0.01%
191,229
+5,099
920
$3.52M 0.01%
57,348
+2,558
921
$3.51M 0.01%
10,639
+46
922
$3.51M 0.01%
8,036
+1,193
923
$3.5M 0.01%
54,360
-331
924
$3.5M 0.01%
70,517
+64
925
$3.49M 0.01%
+150,032
35 36
37
38 39