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
$68.2B
AUM Growth
+$5.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,684
New
Increased
Reduced
Closed

Top Buys

1
+$364M
2
+$171M
3
+$128M
4
BND icon
Vanguard Total Bond Market
BND
+$92M
5
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$76.5M

Top Sells

1
+$197M
2
+$111M
3
+$110M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$87.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$80.6M

Sector Composition

1 Technology 14.44%
2 Financials 8.15%
3 Industrials 4.99%
4 Healthcare 4.96%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
326
Marvell Technology
MRVL
$78.4B
$27.8M 0.04%
359,110
+4,192
SPDW icon
327
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.6B
$27.8M 0.04%
686,303
+407,294
IBDS icon
328
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$27.6M 0.04%
1,136,637
-15,174
FDL icon
329
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.7B
$27.3M 0.04%
651,832
+51,237
SPHQ icon
330
Invesco S&P 500 Quality ETF
SPHQ
$15.1B
$27.3M 0.04%
382,566
+79,179
HYG icon
331
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$27.2M 0.04%
337,466
+64,948
VV icon
332
Vanguard Large-Cap ETF
VV
$46.5B
$27.1M 0.04%
94,910
+11,361
SPTI icon
333
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.24B
$26.8M 0.04%
932,751
+150,417
NKE icon
334
Nike
NKE
$90.3B
$26.8M 0.04%
377,085
-83,986
CEG icon
335
Constellation Energy
CEG
$112B
$26.7M 0.04%
82,784
+18,628
JCPB icon
336
JPMorgan Core Plus Bond ETF
JCPB
$7.83B
$26.6M 0.04%
564,486
+31,747
UNM icon
337
Unum
UNM
$13.1B
$26.5M 0.04%
328,722
-24,900
PAYX icon
338
Paychex
PAYX
$40.3B
$26.5M 0.04%
181,913
-25,539
BILS icon
339
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.86B
$26.5M 0.04%
266,033
+101,783
TTE icon
340
TotalEnergies
TTE
$134B
$26.2M 0.04%
426,666
-958
GDX icon
341
VanEck Gold Miners ETF
GDX
$21B
$26M 0.04%
498,984
+20,185
APH icon
342
Amphenol
APH
$170B
$25.9M 0.04%
262,281
+16,031
EZM icon
343
WisdomTree US MidCap Fund
EZM
$846M
$25.7M 0.04%
416,759
-17,623
VIGI icon
344
Vanguard International Dividend Appreciation ETF
VIGI
$8.48B
$25.2M 0.04%
280,126
+6,772
IQV icon
345
IQVIA
IQV
$35.8B
$25.2M 0.04%
159,707
+12,424
VMBS icon
346
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$25M 0.04%
539,151
+4,529
BSX icon
347
Boston Scientific
BSX
$148B
$24.7M 0.04%
229,563
-18,116
VHT icon
348
Vanguard Health Care ETF
VHT
$16.2B
$24.7M 0.04%
99,269
+21,664
INDA icon
349
iShares MSCI India ETF
INDA
$9.45B
$24.6M 0.04%
442,133
-25,825
VTWO icon
350
Vanguard Russell 2000 ETF
VTWO
$12.7B
$24.5M 0.04%
280,489
-753
12 13
14
15 16