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
AMCR icon
651
Amcor
AMCR
$19.2B
$8.87M 0.01%
1,084,437
+502,516
SPYD icon
652
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.27B
$8.86M 0.01%
201,353
+5,025
FBIN icon
653
Fortune Brands Innovations
FBIN
$6.03B
$8.86M 0.01%
165,914
-2,063
RCL icon
654
Royal Caribbean
RCL
$70.3B
$8.78M 0.01%
27,140
-5,323
IDCC icon
655
InterDigital
IDCC
$9.14B
$8.77M 0.01%
25,412
-946
STT icon
656
State Street
STT
$34.5B
$8.75M 0.01%
75,444
-19,656
RBC icon
657
RBC Bearings
RBC
$14B
$8.73M 0.01%
22,368
-576
UITB icon
658
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$8.7M 0.01%
183,165
-22,944
SPMD icon
659
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.9B
$8.69M 0.01%
152,008
+441
VCRB icon
660
Vanguard Core Bond ETF
VCRB
$4.37B
$8.6M 0.01%
109,616
+7,594
SPLV icon
661
Invesco S&P 500 Low Volatility ETF
SPLV
$7.45B
$8.52M 0.01%
115,902
+3,511
IAUM icon
662
iShares Gold Trust Micro
IAUM
$5.61B
$8.51M 0.01%
221,082
+81,342
ITT icon
663
ITT
ITT
$14.1B
$8.5M 0.01%
47,578
-1,105
VXF icon
664
Vanguard Extended Market ETF
VXF
$25.1B
$8.5M 0.01%
40,594
-433
VLTO icon
665
Veralto
VLTO
$25.4B
$8.5M 0.01%
79,711
-13,940
IMCG icon
666
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.13B
$8.47M 0.01%
102,395
+5,313
FELG icon
667
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.65B
$8.46M 0.01%
205,716
+5,247
PIPR icon
668
Piper Sandler
PIPR
$5.84B
$8.43M 0.01%
24,306
-412
EAGG icon
669
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.29B
$8.43M 0.01%
175,600
+3,537
JPC icon
670
Nuveen Preferred & Income Opportunities Fund
JPC
$2.94B
$8.43M 0.01%
1,028,129
+529,273
BN icon
671
Brookfield
BN
$105B
$8.41M 0.01%
183,972
-4,679
DOC icon
672
Healthpeak Properties
DOC
$11.8B
$8.38M 0.01%
437,816
+47,663
CTAS icon
673
Cintas
CTAS
$75B
$8.35M 0.01%
40,671
-118
IBTM icon
674
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$476M
$8.33M 0.01%
359,933
+12,112
FHEQ icon
675
Fidelity Hedged Equity ETF
FHEQ
$620M
$8.32M 0.01%
+270,819
25 26
27
28 29