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
2026
$321K ﹤0.01%
24,599
+10,000
2027
$321K ﹤0.01%
10,426
-3,984
2028
$319K ﹤0.01%
10,236
+386
2029
$319K ﹤0.01%
+3,781
2030
$319K ﹤0.01%
7,905
-1,418
2031
$319K ﹤0.01%
+15,296
2032
$317K ﹤0.01%
5,144
-7,314
2033
$317K ﹤0.01%
21,875
+1,332
2034
$316K ﹤0.01%
2,946
-1,300
2035
$314K ﹤0.01%
27,700
-928
2036
$314K ﹤0.01%
5,274
+226
2037
$314K ﹤0.01%
3,980
+63
2038
$314K ﹤0.01%
9,687
-952
2039
$312K ﹤0.01%
34,995
-1,889
2040
$311K ﹤0.01%
8,238
+227
2041
$309K ﹤0.01%
11,132
+825
2042
$309K ﹤0.01%
6,074
-8,660
2043
$309K ﹤0.01%
1,256
+26
2044
$308K ﹤0.01%
27,858
-3,630
2045
$307K ﹤0.01%
6,728
+589
2046
$307K ﹤0.01%
+13,489
2047
$307K ﹤0.01%
8,002
-6,856
2048
$307K ﹤0.01%
18,324
+42
2049
$306K ﹤0.01%
10,838
+564
2050
$306K ﹤0.01%
4,991
-977
80 81
82
83 84