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
LMAT icon
2676
LeMaitre Vascular
LMAT
$1.93B
-6,952
LMB icon
2677
Limbach Holdings
LMB
$839M
-2,004
LNW
2678
DELISTED
Light & Wonder
LNW
-7,040
LVLU icon
2679
Lulu's Fashion Lounge
LVLU
$14.3M
-4,113
MBLY icon
2680
Mobileye
MBLY
$9.73B
0
MIDD icon
2681
Middleby
MIDD
$6.04B
-1,777
PMF
2682
DELISTED
PIMCO Municipal Income Fund
PMF
-519,179
QFIN icon
2683
Qfin Holdings
QFIN
$2.47B
-5,811
RARE icon
2684
Ultragenyx Pharmaceutical
RARE
$3.52B
-5,503
RLGT icon
2685
Radiant Logistics
RLGT
$302M
-10,205
ROCK icon
2686
Gibraltar Industries
ROCK
$1.49B
-4,766
RSPF icon
2687
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$303M
-8,617
SHYF
2688
DELISTED
The Shyft Group
SHYF
-24,400
SKX
2689
DELISTED
Skechers
SKX
-8,887
SLAB icon
2690
Silicon Laboratories
SLAB
$4.52B
-3,376
SPE
2691
Special Opportunities Fund
SPE
$163M
-19,290
SPTN
2692
DELISTED
SpartanNash
SPTN
-75,587
SWBI icon
2693
Smith & Wesson
SWBI
$394M
-10,352
SWTX
2694
DELISTED
SpringWorks Therapeutics
SWTX
-4,586
SYBT icon
2695
Stock Yards Bancorp
SYBT
$1.98B
-2,627
TSLL icon
2696
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.91B
-15,000
UI icon
2697
Ubiquiti
UI
$34.1B
-1,472
UWM icon
2698
ProShares Ultra Russell2000
UWM
$245M
-5,898
VXRT
2699
DELISTED
Vaxart
VXRT
-16,000
WBA
2700
DELISTED
Walgreens Boots Alliance
WBA
-104,036