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
SHW icon
451
Sherwin-Williams
SHW
$80.9B
$16.5M 0.02%
48,053
+826
KVUE icon
452
Kenvue
KVUE
$33.2B
$16.5M 0.02%
786,456
-61,614
MCHP icon
453
Microchip Technology
MCHP
$35B
$16.5M 0.02%
233,908
-12,683
BRBR icon
454
BellRing Brands
BRBR
$3.16B
$16.2M 0.02%
280,358
-462,464
CBRE icon
455
CBRE Group
CBRE
$48.6B
$16.1M 0.02%
114,678
-2,001
PYPL icon
456
PayPal
PYPL
$55.3B
$16.1M 0.02%
216,092
-14,116
VXUS icon
457
Vanguard Total International Stock ETF
VXUS
$115B
$16M 0.02%
231,885
+69,190
CPRT icon
458
Copart
CPRT
$38.2B
$16M 0.02%
326,417
+229,774
XEL icon
459
Xcel Energy
XEL
$43.9B
$15.9M 0.02%
233,760
-1,568
OKE icon
460
Oneok
OKE
$46.4B
$15.9M 0.02%
194,856
-61,372
QTEC icon
461
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.91B
$15.8M 0.02%
74,440
-50,380
HIG icon
462
Hartford Financial Services
HIG
$38.7B
$15.8M 0.02%
124,792
-6,141
CCI icon
463
Crown Castle
CCI
$38.8B
$15.8M 0.02%
153,763
-10,733
SAP icon
464
SAP
SAP
$285B
$15.8M 0.02%
51,898
-6,662
IJS icon
465
iShares S&P Small-Cap 600 Value ETF
IJS
$6.79B
$15.8M 0.02%
158,403
-13,510
DFAT icon
466
Dimensional US Targeted Value ETF
DFAT
$12.1B
$15.7M 0.02%
291,576
+1,638
IWX icon
467
iShares Russell Top 200 Value ETF
IWX
$3.56B
$15.7M 0.02%
186,379
-668
DRI icon
468
Darden Restaurants
DRI
$21.5B
$15.6M 0.02%
71,778
+123
VRSK icon
469
Verisk Analytics
VRSK
$31.3B
$15.6M 0.02%
49,932
-16,694
INTC icon
470
Intel
INTC
$178B
$15.5M 0.02%
693,864
-47,001
SPYM
471
State Street SPDR Portfolio S&P 500 ETF
SPYM
$96.4B
$15.5M 0.02%
213,289
-19,171
IGLB icon
472
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.78B
$15.4M 0.02%
307,410
-139,539
GSK icon
473
GSK
GSK
$99.4B
$15.2M 0.02%
397,009
+206,676
ACWX icon
474
iShares MSCI ACWI ex US ETF
ACWX
$7.92B
$15.2M 0.02%
249,249
+1,139
HTRB icon
475
Hartford Total Return Bond ETF
HTRB
$2.07B
$15.2M 0.02%
447,939
-11,819
17 18
19
20 21