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
SPGP icon
701
Invesco S&P 500 GARP ETF
SPGP
$2.62B
$7.09M 0.01%
65,833
-4,980
EQWL icon
702
Invesco S&P 100 Equal Weight ETF
EQWL
$1.81B
$7.05M 0.01%
64,082
+12,188
IDV icon
703
iShares International Select Dividend ETF
IDV
$6.06B
$7.05M 0.01%
204,163
-24,922
BSMQ icon
704
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$291M
$7.04M 0.01%
298,961
-3,193
IAT icon
705
iShares US Regional Banks ETF
IAT
$664M
$7.04M 0.01%
142,066
-22,105
PNFP icon
706
Pinnacle Financial Partners
PNFP
$6.72B
$7M 0.01%
63,410
-69
LAD icon
707
Lithia Motors
LAD
$7.11B
$6.97M 0.01%
20,637
-1,263
JBL icon
708
Jabil
JBL
$22.8B
$6.95M 0.01%
31,865
+18,837
RPM icon
709
RPM International
RPM
$13.8B
$6.93M 0.01%
63,099
-2,194
CGUS icon
710
Capital Group Core Equity ETF
CGUS
$7.4B
$6.89M 0.01%
186,633
+15,138
MMIT icon
711
IQ MacKay Municipal Intermediate ETF
MMIT
$1.12B
$6.89M 0.01%
288,933
+2,802
PIPR icon
712
Piper Sandler
PIPR
$5.82B
$6.87M 0.01%
24,718
+28
VGM icon
713
Invesco Trust Investment Grade Municipals
VGM
$550M
$6.86M 0.01%
723,264
-322,507
RFDI icon
714
First Trust RiverFront Dynamic Developed International ETF
RFDI
$129M
$6.83M 0.01%
93,715
+11,953
DOC icon
715
Healthpeak Properties
DOC
$12.4B
$6.83M 0.01%
390,153
-13,478
IBMN icon
716
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$402M
$6.8M 0.01%
253,922
+5,253
ABNB icon
717
Airbnb
ABNB
$73.3B
$6.78M 0.01%
51,203
+4,517
RISR icon
718
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$172M
$6.75M 0.01%
184,629
+19,479
HUBB icon
719
Hubbell
HUBB
$24.6B
$6.74M 0.01%
16,492
+472
SMIG icon
720
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.14B
$6.73M 0.01%
233,288
+37,797
PSK icon
721
State Street SPDR ICE Preferred Securities ETF
PSK
$809M
$6.71M 0.01%
211,217
-62,116
PSA icon
722
Public Storage
PSA
$48.8B
$6.7M 0.01%
22,835
-6,801
RRC icon
723
Range Resources
RRC
$8.9B
$6.69M 0.01%
164,393
-120
AIG icon
724
American International
AIG
$41.5B
$6.66M 0.01%
77,757
+7,997
DJUL icon
725
FT Vest US Equity Deep Buffer ETF July
DJUL
$407M
$6.65M 0.01%
149,625
-628
27 28
29
30 31