Truist Financial Portfolio holdings
AUM
$73.8B
1-Year Est. Return
18.51%
1 Year Est. Return
+18.51%
AUM
$73.8B
AUM Growth
+$5.63B
(+8.3%)
Holding
2,781
Top Buys
| 1 | +$426M | |
| 2 | +$234M | |
| 3 | +$122M | |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$117M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$112M |
Top Sells
| 1 | +$187M | |
| 2 | +$97.7M | |
| 3 | +$97.2M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$79.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2701
Woodside Energy
WDS
$32.1B
| – | – |
-11,960
|
|
||
2702
Beyond Air
XAIR
$8.73M
| – | – |
-1,200
|
|
||
|
EIPI
2703
FT Energy Income Partners Enhanced Income ETF
EIPI
$959M
| – | – |
-10,829
|
|
||
|
GLOW
2704
VictoryShares WestEnd Global Equity ETF
GLOW
$30.8M
| – | – |
-29,228
|
|
||
2705
Bruker
BRKR
$7.27B
| – | – |
-15,916
|
|
||
2706
Bitcoin Depot
BTM
$105M
| – | – |
-14,700
|
|
||
2707
Cable One
CABO
$684M
| – | – |
-1,904
|
|
||
2708
Invesco S&P Global Water Index ETF
CGW
$1B
| – | – |
-3,271
|
|