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
FFIV icon
526
F5
FFIV
$14.2B
$12.5M 0.02%
42,499
-1,713
TTWO icon
527
Take-Two Interactive
TTWO
$42.9B
$12.4M 0.02%
51,244
-22,089
BUFZ icon
528
FT Vest Laddered Moderate Buffer ETF
BUFZ
$637M
$12.3M 0.02%
492,870
+35,895
AKAM icon
529
Akamai
AKAM
$12.1B
$12.2M 0.02%
152,834
-7,536
SNOW icon
530
Snowflake
SNOW
$89.1B
$12.1M 0.02%
54,137
+4,375
FITB icon
531
Fifth Third Bancorp
FITB
$28.3B
$12.1M 0.02%
294,365
-8,220
DFCF icon
532
Dimensional Core Fixed Income ETF
DFCF
$8.09B
$12.1M 0.02%
286,228
+14,187
RY icon
533
Royal Bank of Canada
RY
$205B
$12M 0.02%
91,496
-25,294
QJUN icon
534
FT Vest Growth-100 Buffer ETF June
QJUN
$646M
$12M 0.02%
406,300
-30,857
VNQ icon
535
Vanguard Real Estate ETF
VNQ
$33.8B
$12M 0.02%
134,640
-14,546
MAR icon
536
Marriott International
MAR
$78.1B
$12M 0.02%
43,748
+1,429
TGT icon
537
Target
TGT
$41.5B
$11.9M 0.02%
120,448
-4,997
SSB icon
538
SouthState Bank Corp
SSB
$8.83B
$11.9M 0.02%
128,798
-51
MUNI icon
539
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.25B
$11.8M 0.02%
230,592
+36,574
LDOS icon
540
Leidos
LDOS
$25.2B
$11.8M 0.02%
74,981
+4,339
HWM icon
541
Howmet Aerospace
HWM
$83.2B
$11.8M 0.02%
63,180
+2,734
APP icon
542
Applovin
APP
$210B
$11.7M 0.02%
33,476
-1,720
HSY icon
543
Hershey
HSY
$34.6B
$11.7M 0.02%
70,499
-2,242
MELI icon
544
Mercado Libre
MELI
$107B
$11.7M 0.02%
4,472
-1,392
IUSV icon
545
iShares Core S&P US Value ETF
IUSV
$22.6B
$11.7M 0.02%
123,300
-87
VCR icon
546
Vanguard Consumer Discretionary ETF
VCR
$6.39B
$11.6M 0.02%
32,052
-25,702
CYBR icon
547
CyberArk
CYBR
$25.4B
$11.5M 0.02%
28,171
-1,900
OMFL icon
548
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.97B
$11.4M 0.02%
197,976
-91,076
DD icon
549
DuPont de Nemours
DD
$16.7B
$11.4M 0.02%
166,137
-10,136
VEEV icon
550
Veeva Systems
VEEV
$48.3B
$11.3M 0.02%
39,330
-7,613
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