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 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
HES
2651
DELISTED
Hess
HES
-17,434
HFRO
2652
Highland Opportunities and Income Fund
HFRO
$350M
-10,488
HVT icon
2653
Haverty Furniture Companies
HVT
$428M
-10,000
IBMN
2654
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
-253,922
ICL icon
2655
ICL Group
ICL
$6.88B
-10,064
IFN
2656
India Fund
IFN
$564M
-18,675
IRDM icon
2657
Iridium Communications
IRDM
$1.99B
-10,499
JNPR
2658
DELISTED
Juniper Networks
JNPR
-19,959
JPEM icon
2659
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$390M
-3,921
JPI
2660
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
-217,961
JUST icon
2661
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$510M
-3,189
KIE icon
2662
State Street SPDR S&P Insurance ETF
KIE
$538M
-11,960
KLG
2663
DELISTED
WK Kellogg Co
KLG
-42,683
KRUS icon
2664
Kura Sushi USA
KRUS
$913M
-2,762
LCID icon
2665
Lucid Motors
LCID
$3.28B
-1,815
LMAT icon
2666
LeMaitre Vascular
LMAT
$2B
-6,952
LMB icon
2667
Limbach Holdings
LMB
$982M
-2,004
LNW
2668
DELISTED
Light & Wonder
LNW
-7,040
LVLU icon
2669
Lulu's Fashion Lounge
LVLU
$40.2M
-4,113
MBLY icon
2670
Mobileye
MBLY
$8.54B
0
MIDD icon
2671
Middleby
MIDD
$7.48B
-1,777
MQY icon
2672
BlackRock MuniYield Quality Fund
MQY
$839M
-13,067
MTN icon
2673
Vail Resorts
MTN
$5.06B
-4,062
MYD icon
2674
BlackRock MuniYield Fund
MYD
$488M
-10,138
NEO icon
2675
NeoGenomics
NEO
$1.65B
-16,824