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
CGDG icon
776
Capital Group Dividend Growers ETF
CGDG
$3.35B
$5.9M 0.01%
175,407
+14,750
FICO icon
777
Fair Isaac
FICO
$41.8B
$5.84M 0.01%
3,194
+427
AER icon
778
AerCap
AER
$22.6B
$5.8M 0.01%
49,599
+5,004
PDEC icon
779
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$5.8M 0.01%
144,891
-5,031
TOTL icon
780
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.88B
$5.79M 0.01%
144,418
-9,970
HEI icon
781
HEICO Corp
HEI
$45B
$5.78M 0.01%
17,629
+911
FXO icon
782
First Trust Financials AlphaDEX Fund
FXO
$2.19B
$5.73M 0.01%
102,274
-97,312
PWB icon
783
Invesco Large Cap Growth ETF
PWB
$1.34B
$5.73M 0.01%
48,759
+92
ARE icon
784
Alexandria Real Estate Equities
ARE
$9.61B
$5.71M 0.01%
78,643
-2,960
IGRO icon
785
iShares International Dividend Growth ETF
IGRO
$1.19B
$5.71M 0.01%
72,364
+247
FSS icon
786
Federal Signal
FSS
$6.73B
$5.7M 0.01%
53,519
+13,141
VOOV icon
787
Vanguard S&P 500 Value ETF
VOOV
$5.75B
$5.69M 0.01%
30,159
-69,748
DFUV icon
788
Dimensional US Marketwide Value ETF
DFUV
$12.3B
$5.69M 0.01%
134,576
+1,008
STLD icon
789
Steel Dynamics
STLD
$22.2B
$5.68M 0.01%
44,394
-22,727
TEAM icon
790
Atlassian
TEAM
$41.5B
$5.66M 0.01%
27,859
-7,424
GEHC icon
791
GE HealthCare
GEHC
$33.3B
$5.65M 0.01%
76,274
-4,988
PFGC icon
792
Performance Food Group
PFGC
$15.5B
$5.64M 0.01%
64,510
-414
ZWS icon
793
Zurn Elkay Water Solutions
ZWS
$7.94B
$5.63M 0.01%
153,831
-4,120
STX icon
794
Seagate
STX
$59.7B
$5.61M 0.01%
38,882
+7,721
DLN icon
795
WisdomTree US LargeCap Dividend Fund
DLN
$5.37B
$5.6M 0.01%
68,159
+2,398
WTFC icon
796
Wintrust Financial
WTFC
$8.75B
$5.59M 0.01%
45,061
-980
OLLI icon
797
Ollie's Bargain Outlet
OLLI
$7.57B
$5.58M 0.01%
42,364
-3,541
OXM icon
798
Oxford Industries
OXM
$552M
$5.58M 0.01%
138,701
-48
MOAT icon
799
VanEck Morningstar Wide Moat ETF
MOAT
$15.3B
$5.58M 0.01%
59,478
-18,886
CNC icon
800
Centene
CNC
$18.5B
$5.57M 0.01%
102,557
-430
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