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
SPHD icon
776
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.04B
$6.35M 0.01%
128,321
+3,397
ESML icon
777
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.04B
$6.33M 0.01%
140,391
+6,115
AME icon
778
Ametek
AME
$46B
$6.29M 0.01%
33,463
-735
XLB icon
779
State Street Materials Select Sector SPDR ETF
XLB
$2.55B
$6.29M 0.01%
70,167
+26
GAPR icon
780
FT Vest US Equity Moderate Buffer ETF April
GAPR
$255M
$6.28M 0.01%
159,918
-2,336
GMED icon
781
Globus Medical
GMED
$12.2B
$6.27M 0.01%
109,459
-1,908
LNC icon
782
Lincoln National
LNC
$8.12B
$6.27M 0.01%
155,386
-17,502
PWB icon
783
Invesco Large Cap Growth ETF
PWB
$1.43B
$6.26M 0.01%
49,931
+1,172
PDEC icon
784
Innovator US Equity Power Buffer ETF December
PDEC
$876M
$6.26M 0.01%
148,947
+4,056
DMAY icon
785
FT Vest US Equity Deep Buffer ETF May
DMAY
$293M
$6.25M 0.01%
140,976
+1,987
DOV icon
786
Dover
DOV
$26.2B
$6.24M 0.01%
37,390
-8,737
CVCO icon
787
Cavco Industries
CVCO
$4.52B
$6.23M 0.01%
10,723
-451
RRC icon
788
Range Resources
RRC
$9.38B
$6.22M 0.01%
165,307
+914
AOR icon
789
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.03B
$6.21M 0.01%
96,534
-330
PGX icon
790
Invesco Preferred ETF
PGX
$3.88B
$6.21M 0.01%
535,487
-461
DLN icon
791
WisdomTree US LargeCap Dividend Fund
DLN
$5.55B
$6.15M 0.01%
70,640
+2,481
SON icon
792
Sonoco
SON
$4.09B
$6.12M 0.01%
142,098
-5,310
STLD icon
793
Steel Dynamics
STLD
$24.1B
$6.11M 0.01%
43,793
-601
VOOV icon
794
Vanguard S&P 500 Value ETF
VOOV
$5.89B
$6.09M 0.01%
30,544
+385
RF icon
795
Regions Financial
RF
$23B
$6.07M 0.01%
230,148
+23,316
BOXX icon
796
Alpha Architect 1-3 Month Box ETF
BOXX
$9.03B
$6.06M 0.01%
53,223
+3,944
FLEX icon
797
Flex
FLEX
$23.1B
$6.05M 0.01%
104,428
-3,074
MHK icon
798
Mohawk Industries
MHK
$6.84B
$6.05M 0.01%
46,956
-113,737
NTRA icon
799
Natera
NTRA
$33.8B
$6.04M 0.01%
37,551
+1,303
HSBC icon
800
HSBC
HSBC
$244B
$6.03M 0.01%
84,990
+4,106
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