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
STT icon
576
State Street
STT
$33B
$10.1M 0.01%
95,100
-1,690
PZA icon
577
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.27B
$10.1M 0.01%
451,562
-3,658
RFDA icon
578
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$83.2M
$10.1M 0.01%
173,573
+706
BSCU icon
579
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
$10.1M 0.01%
599,214
+5,891
BMO icon
580
Bank of Montreal
BMO
$88.5B
$10M 0.01%
90,764
-1,316
KDP icon
581
Keurig Dr Pepper
KDP
$35.3B
$9.99M 0.01%
302,093
+39,916
FDS icon
582
Factset
FDS
$9.83B
$9.98M 0.01%
22,313
+114
CGV icon
583
Conductor Global Equity Value ETF
CGV
$121M
$9.98M 0.01%
727,759
+20,196
SAIA icon
584
Saia
SAIA
$7.52B
$9.95M 0.01%
36,330
+17,960
GSLC icon
585
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$9.94M 0.01%
81,851
-4,519
CHKP icon
586
Check Point Software Technologies
CHKP
$21.5B
$9.88M 0.01%
44,650
-76,441
SONY icon
587
Sony
SONY
$165B
$9.84M 0.01%
377,995
-287
CRD.B icon
588
Crawford & Co Class B
CRD.B
$516M
$9.84M 0.01%
941,853
TTD icon
589
Trade Desk
TTD
$20.8B
$9.84M 0.01%
136,622
+9,210
DLR icon
590
Digital Realty Trust
DLR
$58.4B
$9.83M 0.01%
56,396
-2,759
VT icon
591
Vanguard Total World Stock ETF
VT
$54.5B
$9.72M 0.01%
75,600
+6,907
CHRW icon
592
C.H. Robinson
CHRW
$17.7B
$9.7M 0.01%
101,113
+1,134
UITB icon
593
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.49B
$9.7M 0.01%
206,109
-6,716
DGX icon
594
Quest Diagnostics
DGX
$20B
$9.7M 0.01%
53,974
-1,298
NDSN icon
595
Nordson
NDSN
$13.1B
$9.68M 0.01%
45,167
+533
DFAI icon
596
Dimensional International Core Equity Market ETF
DFAI
$11.7B
$9.68M 0.01%
280,032
+71,334
BABA icon
597
Alibaba
BABA
$397B
$9.65M 0.01%
85,062
-19,758
ACWV icon
598
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.26B
$9.64M 0.01%
81,294
-3,313
VTIP icon
599
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$9.57M 0.01%
190,449
+4,676
EXPE icon
600
Expedia Group
EXPE
$31.8B
$9.57M 0.01%
56,730
-488
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