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
1851
$457K ﹤0.01%
20,664
+14
1852
$457K ﹤0.01%
26,698
1853
$454K ﹤0.01%
22,567
+4,601
1854
$453K ﹤0.01%
9,033
+5,082
1855
$452K ﹤0.01%
10,025
-2,237
1856
$452K ﹤0.01%
6,899
+3,124
1857
$452K ﹤0.01%
6,147
-796
1858
$450K ﹤0.01%
19,553
1859
$449K ﹤0.01%
27,273
-5,676
1860
$448K ﹤0.01%
89,723
+15,900
1861
$448K ﹤0.01%
+26,742
1862
$447K ﹤0.01%
7,519
-6,239
1863
$447K ﹤0.01%
10,448
-1,057
1864
$447K ﹤0.01%
45,740
+87
1865
$445K ﹤0.01%
45,807
-622
1866
$445K ﹤0.01%
13,455
+779
1867
$444K ﹤0.01%
35,129
-32,836
1868
$443K ﹤0.01%
17,543
-12
1869
$443K ﹤0.01%
17,140
-4,946
1870
$443K ﹤0.01%
10,072
-2,796
1871
$442K ﹤0.01%
18,790
-3,998
1872
$442K ﹤0.01%
10,523
-3,109
1873
$441K ﹤0.01%
25,294
+2,539
1874
$440K ﹤0.01%
17,518
-63,106
1875
$439K ﹤0.01%
14,706
-2,248
73 74
75
76 77