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
$73.8B
AUM Growth
+$5.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,781
New
Increased
Reduced
Closed

Top Buys

1
+$426M
2
+$234M
3
+$122M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$117M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$112M

Top Sells

1
+$187M
2
+$97.7M
3
+$97.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$79.6M
5
CMS icon
CMS Energy
CMS
+$72.8M

Sector Composition

1 Technology 15.09%
2 Financials 7.81%
3 Industrials 4.94%
4 Consumer Discretionary 4.88%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XIFR
2651
XPLR Infrastructure LP
XIFR
$847M
– –
-10,557
CRCL
2652
Circle Internet Group
CRCL
$20.3B
– –
-1,200
ACHC icon
2653
Acadia Healthcare
ACHC
$1.33B
– –
-82,741
ACMR icon
2654
ACM Research
ACMR
$2.2B
– –
-22,198
AMKR icon
2655
Amkor Technology
AMKR
$10.9B
– –
-13,057
ANSS
2656
DELISTED
Ansys
ANSS
– –
-9,996
ARLO icon
2657
Arlo Technologies
ARLO
$1.51B
– –
-15,820
ATKR icon
2658
Atkore
ATKR
$2.24B
– –
-3,916
AXTA icon
2659
Axalta
AXTA
$6.4B
– –
-7,426
BDN
2660
Brandywine Realty Trust
BDN
$577M
– –
-15,548
BEKE icon
2661
KE Holdings
BEKE
$19.4B
– –
-10,319
BGC icon
2662
BGC Group
BGC
$4.11B
– –
-10,095
CHX
2663
DELISTED
ChampionX
CHX
– –
-12,830
DFIN icon
2664
Donnelley Financial Solutions
DFIN
$1.3B
– –
-6,096
EMC icon
2665
Global X Emerging Markets Great Consumer ETF
EMC
$76.8M
– –
-21,508
EOSE icon
2666
Eos Energy Enterprises
EOSE
$4.39B
– –
-16,853
HES
2667
DELISTED
Hess
HES
– –
-17,434
HFRO
2668
Highland Opportunities and Income Fund
HFRO
$338M
– –
-10,488
JPEM icon
2669
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$371M
– –
-3,921
JPI
2670
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
– –
-217,961
JUST icon
2671
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$503M
– –
-3,189
KIE icon
2672
State Street SPDR S&P Insurance ETF
KIE
$628M
– –
-11,960
KLG
2673
DELISTED
WK Kellogg Co
KLG
– –
-42,683
KRUS icon
2674
Kura Sushi USA
KRUS
$625M
– –
-2,762
LCID icon
2675
Lucid Motors
LCID
$4.4B
– –
-1,815
105 106
107
108 109