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
ACGL icon
401
Arch Capital
ACGL
$32.9B
$20.2M 0.03%
221,573
-66,940
IBDQ icon
402
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.8B
$20.1M 0.03%
796,543
-12,229
NUE icon
403
Nucor
NUE
$33.1B
$20M 0.03%
154,622
+2,159
THRO
404
iShares U.S. Thematic Rotation Active ETF
THRO
$6.39B
$20M 0.03%
561,507
+533,284
PPA icon
405
Invesco Aerospace & Defense ETF
PPA
$6.54B
$19.9M 0.03%
140,393
+17,993
CWB icon
406
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.69B
$19.8M 0.03%
239,479
+8,219
TEL icon
407
TE Connectivity
TEL
$71.4B
$19.7M 0.03%
116,513
-1,623
CMI icon
408
Cummins
CMI
$65.3B
$19.6M 0.03%
59,970
+4,721
CIBR icon
409
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$19.5M 0.03%
258,138
+1,621
DEO icon
410
Diageo
DEO
$50.5B
$19.5M 0.03%
193,051
-68,603
FLO icon
411
Flowers Foods
FLO
$2.51B
$19.4M 0.03%
1,215,812
-2,336
D icon
412
Dominion Energy
D
$52.6B
$19.1M 0.03%
337,973
-22,759
BTI icon
413
British American Tobacco
BTI
$119B
$19.1M 0.03%
403,170
+226,907
VIS icon
414
Vanguard Industrials ETF
VIS
$6.29B
$19.1M 0.03%
68,048
+21,647
FCNCA icon
415
First Citizens BancShares
FCNCA
$23.5B
$19M 0.03%
9,699
-46
OWL icon
416
Blue Owl Capital
OWL
$10.3B
$18.9M 0.03%
985,272
+1,447
GIS icon
417
General Mills
GIS
$25B
$18.8M 0.03%
363,027
-7,712
KMB icon
418
Kimberly-Clark
KMB
$34.5B
$18.6M 0.03%
144,478
+35,579
COIN icon
419
Coinbase
COIN
$83.4B
$18.6M 0.03%
53,127
-4,170
FMB icon
420
First Trust Managed Municipal ETF
FMB
$1.92B
$18.5M 0.03%
371,440
+44,362
CAH icon
421
Cardinal Health
CAH
$48.4B
$18.4M 0.03%
109,312
-1,751
FPE icon
422
First Trust Preferred Securities and Income ETF
FPE
$6.23B
$18.4M 0.03%
1,030,909
+54,951
SCHO icon
423
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$18.3M 0.03%
749,505
+9,166
WEC icon
424
WEC Energy
WEC
$36.7B
$18.2M 0.03%
174,551
+9,855
FEX icon
425
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.36B
$18.2M 0.03%
165,332
+2,856
15 16
17
18 19