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 Buys

1
+$426M
2
+$234M
3
+$122M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$117M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$112M

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
STRV icon
426
Strive 500 ETF
STRV
$1.03B
$18.7M 0.03%
433,709
+856
CI icon
427
Cigna
CI
$71.7B
$18.6M 0.03%
64,630
-3,274
HBAN icon
428
Huntington Bancshares
HBAN
$26.9B
$18.6M 0.03%
1,075,973
-336,060
BKR icon
429
Baker Hughes
BKR
$49.9B
$18.5M 0.03%
379,972
-6,738
IJT icon
430
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.44B
$18.5M 0.03%
130,699
-2,932
PSC icon
431
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$1.49B
$18.4M 0.02%
323,463
+52,339
DEO icon
432
Diageo
DEO
$49.7B
$18.4M 0.02%
192,568
-483
OWL icon
433
Blue Owl Capital
OWL
$10.7B
$18M 0.02%
1,062,214
+76,942
CBRE icon
434
CBRE Group
CBRE
$48.1B
$17.9M 0.02%
113,423
-1,255
FSIG icon
435
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.42B
$17.7M 0.02%
919,250
+45,111
XEL icon
436
Xcel Energy
XEL
$45.9B
$17.7M 0.02%
218,866
-14,894
JCI icon
437
Johnson Controls International
JCI
$69.8B
$17.6M 0.02%
160,364
-60,803
VCEB icon
438
Vanguard ESG US Corporate Bond ETF
VCEB
$966M
$17.6M 0.02%
273,951
+9,305
ACGL icon
439
Arch Capital
ACGL
$33.5B
$17.6M 0.02%
193,825
-27,748
BDX icon
440
Becton Dickinson
BDX
$55.3B
$17.5M 0.02%
93,400
-82,564
CL icon
441
Colgate-Palmolive
CL
$62.6B
$17.5M 0.02%
218,476
-7,736
FCNCA icon
442
First Citizens BancShares
FCNCA
$24.4B
$17.4M 0.02%
9,731
+32
NET icon
443
Cloudflare
NET
$71.5B
$17.4M 0.02%
81,062
-3,928
IYW icon
444
iShares US Technology ETF
IYW
$21.2B
$17.4M 0.02%
88,754
-76,637
CRD.A icon
445
Crawford & Co Class A
CRD.A
$543M
$17.4M 0.02%
1,623,485
-6,117
IJS icon
446
iShares S&P Small-Cap 600 Value ETF
IJS
$6.69B
$17.3M 0.02%
156,870
-1,533
GWW icon
447
W.W. Grainger
GWW
$46.1B
$17.3M 0.02%
18,187
-2,300
FXL icon
448
First Trust Technology AlphaDEX Fund
FXL
$1.45B
$17.3M 0.02%
102,932
-2,808
CAH icon
449
Cardinal Health
CAH
$47.3B
$17.2M 0.02%
109,622
+310
DFAT icon
450
Dimensional US Targeted Value ETF
DFAT
$11.9B
$17.1M 0.02%
293,151
+1,575
16 17
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