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
VYMI icon
426
Vanguard International High Dividend Yield ETF
VYMI
$14.3B
$18.2M 0.03%
226,906
-6,124
COHR icon
427
Coherent
COHR
$29.4B
$18.2M 0.03%
203,711
+6,145
CME icon
428
CME Group
CME
$99.5B
$17.9M 0.03%
64,939
+5,914
FDX icon
429
FedEx
FDX
$68.4B
$17.9M 0.03%
78,735
-4,503
IGM icon
430
iShares Expanded Tech Sector ETF
IGM
$8.91B
$17.9M 0.03%
159,278
+61,263
NGG icon
431
National Grid
NGG
$77.2B
$17.8M 0.03%
242,367
-6,671
IJT icon
432
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.37B
$17.8M 0.03%
133,631
+8,030
MEG icon
433
Montrose Environmental
MEG
$904M
$17.7M 0.03%
807,927
-9,422
SHYG icon
434
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.96B
$17.4M 0.03%
404,290
+62,477
DXCM icon
435
DexCom
DXCM
$26.2B
$17.4M 0.03%
198,929
+48,763
STRV icon
436
Strive 500 ETF
STRV
$1.03B
$17.3M 0.03%
432,853
+41,917
CRD.A icon
437
Crawford & Co Class A
CRD.A
$557M
$17.2M 0.03%
1,629,602
GLW icon
438
Corning
GLW
$76.2B
$17.2M 0.03%
326,909
+86
NOC icon
439
Northrop Grumman
NOC
$82B
$17.1M 0.03%
34,201
+70
JPIE icon
440
JPMorgan Income ETF
JPIE
$6.73B
$17M 0.02%
367,919
+154,142
VDC icon
441
Vanguard Consumer Staples ETF
VDC
$7.23B
$17M 0.02%
77,757
-8,168
TEVA icon
442
Teva Pharmaceuticals
TEVA
$36B
$17M 0.02%
1,011,690
-261,940
MHK icon
443
Mohawk Industries
MHK
$6.78B
$16.8M 0.02%
160,693
-243,243
VCEB icon
444
Vanguard ESG US Corporate Bond ETF
VCEB
$983M
$16.8M 0.02%
264,646
-266
SCZ icon
445
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.7B
$16.8M 0.02%
230,840
-32,571
SHEL icon
446
Shell
SHEL
$210B
$16.7M 0.02%
237,451
-10,022
FSIG icon
447
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.44B
$16.7M 0.02%
874,139
+271,682
NET icon
448
Cloudflare
NET
$69.9B
$16.6M 0.02%
84,990
+13,442
FXL icon
449
First Trust Technology AlphaDEX Fund
FXL
$1.44B
$16.6M 0.02%
105,740
+3,660
CUBE icon
450
CubeSmart
CUBE
$8.28B
$16.6M 0.02%
390,746
-289,249
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