Truist Financial

Truist Financial Portfolio holdings

AUM $74.1B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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

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
ONC
2676
BeOne Medicines Ltd
ONC
$33.2B
-641
ZTO icon
2677
ZTO Express
ZTO
$19.5B
-29,824
ZLAB icon
2678
Zai Lab
ZLAB
$2.47B
-11,132
AAP icon
2679
Advance Auto Parts
AAP
$3.49B
-15,571
ABR icon
2680
Arbor Realty Trust
ABR
$1.55B
-10,104
ACIW icon
2681
ACI Worldwide
ACIW
$4.4B
-3,887
AGD
2682
abrdn Global Dynamic Dividend Fund
AGD
$318M
-15,923
AIN icon
2683
Albany International
AIN
$1.59B
-5,599
ALE
2684
DELISTED
Allete
ALE
-7,362
AMAL icon
2685
Amalgamated Financial
AMAL
$1.24B
-8,195
AMX icon
2686
America Movil
AMX
$77.7B
-9,621
BEPC icon
2687
Brookfield Renewable
BEPC
$7.38B
-8,783
BIRK icon
2688
Birkenstock
BIRK
$7.25B
-13,298
BJRI icon
2689
BJ's Restaurants
BJRI
$788M
-9,258
BSCP
2690
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
-634,425
CMBS icon
2691
iShares CMBS ETF
CMBS
$482M
-6,107
COLD icon
2692
Americold
COLD
$3.5B
-12,542
COOP
2693
DELISTED
Mr. Cooper
COOP
-6,291
CROX icon
2694
Crocs
CROX
$5.17B
-8,859
CTMX icon
2695
CytomX Therapeutics
CTMX
$927M
-12,500
CZR icon
2696
Caesars Entertainment
CZR
$5.71B
-8,931
DDIV icon
2697
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$68.4M
-5,453
DNUT icon
2698
Krispy Kreme
DNUT
$692M
-27,065
DOCS icon
2699
Doximity
DOCS
$4.55B
-3,825
DSGX icon
2700
Descartes Systems
DSGX
$6.11B
-4,775