Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$99.8M
3
+$99.1M
4
VALE icon
Vale
VALE
+$97.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$86.5M

Top Sells

1
+$176M
2
+$134M
3
+$128M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$115M
5
MOS icon
The Mosaic Company
MOS
+$79.6M

Sector Composition

1 Technology 14.83%
2 Financials 7.74%
3 Healthcare 5.11%
4 Industrials 4.8%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APAM icon
2526
Artisan Partners
APAM
$2.63B
$214K ﹤0.01%
+5,261
CVSA
2527
Covista Inc.
CVSA
$3.52B
$214K ﹤0.01%
+2,065
VMI icon
2528
Valmont Industries
VMI
$8.28B
$214K ﹤0.01%
531
-27
BVN icon
2529
Compañía de Minas Buenaventura
BVN
$9.41B
$214K ﹤0.01%
+7,676
TARA icon
2530
Protara Therapeutics
TARA
$316M
$213K ﹤0.01%
40,000
INDB icon
2531
Independent Bank
INDB
$3.75B
$213K ﹤0.01%
2,916
-30
GLXY
2532
Galaxy Digital Inc
GLXY
$3.92B
$213K ﹤0.01%
+9,530
FR icon
2533
First Industrial Realty Trust
FR
$7.93B
$213K ﹤0.01%
+3,715
MMS icon
2534
Maximus
MMS
$4.26B
$213K ﹤0.01%
+2,463
MFG icon
2535
Mizuho Financial
MFG
$99.2B
$212K ﹤0.01%
29,020
+10,191
IAUG
2536
Innovator International Developed Power Buffer ETF - August
IAUG
$69.8M
$212K ﹤0.01%
7,455
-12
IAK icon
2537
iShares US Insurance ETF
IAK
$416M
$212K ﹤0.01%
1,556
-177
REZI icon
2538
Resideo Technologies
REZI
$5.13B
$212K ﹤0.01%
6,025
+222
VEON icon
2539
VEON
VEON
$3.73B
$211K ﹤0.01%
4,014
+195
EVUS icon
2540
iShares ESG Aware MSCI USA Value ETF
EVUS
$270M
$210K ﹤0.01%
6,559
POST icon
2541
Post Holdings
POST
$5.06B
$210K ﹤0.01%
2,121
-860
PCY icon
2542
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.44B
$209K ﹤0.01%
9,662
-1,673
MUST icon
2543
Columbia Multi-Sector Municipal Income ETF
MUST
$557M
$209K ﹤0.01%
10,139
CYD icon
2544
China Yuchai International
CYD
$1.55B
$209K ﹤0.01%
5,878
-151
TEM
2545
Tempus AI
TEM
$9.34B
$209K ﹤0.01%
3,532
+194
HE icon
2546
Hawaiian Electric Industries
HE
$2.58B
$208K ﹤0.01%
16,929
+1,004
XHLF icon
2547
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.88B
$208K ﹤0.01%
4,141
-8,956
MKTX icon
2548
MarketAxess Holdings
MKTX
$6.62B
$207K ﹤0.01%
1,143
-288
KRMN
2549
Karman Holdings
KRMN
$13.3B
$207K ﹤0.01%
+2,832
SCD
2550
LMP Capital and Income Fund
SCD
$356M
$207K ﹤0.01%
13,984
-437
100 101
102
103 104