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
JGRO icon
826
JPMorgan Active Growth ETF
JGRO
$8.37B
$5.67M 0.01%
60,432
-2,169
GSY icon
827
Invesco Ultra Short Duration ETF
GSY
$3.22B
$5.66M 0.01%
112,742
+3,743
PCOR icon
828
Procore
PCOR
$12.1B
$5.65M 0.01%
77,432
+14,450
HOLX icon
829
Hologic
HOLX
$16.7B
$5.64M 0.01%
83,592
+4,241
OXM icon
830
Oxford Industries
OXM
$607M
$5.63M 0.01%
138,953
+252
QQEW icon
831
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.91B
$5.63M 0.01%
39,875
+8,258
INSM icon
832
Insmed
INSM
$43.5B
$5.63M 0.01%
39,063
-7,420
EMLC icon
833
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.13B
$5.59M 0.01%
219,313
+7,798
KVUE icon
834
Kenvue
KVUE
$32.4B
$5.59M 0.01%
344,564
-441,892
IXN icon
835
iShares Global Tech ETF
IXN
$6.49B
$5.58M 0.01%
54,023
+834
PAPR icon
836
Innovator US Equity Power Buffer ETF April
PAPR
$787M
$5.55M 0.01%
144,783
-476
DORM icon
837
Dorman Products
DORM
$3.87B
$5.53M 0.01%
35,461
-106
DOW icon
838
Dow Inc
DOW
$16.3B
$5.52M 0.01%
240,685
-31,961
HIMU
839
iShares High Yield Muni Active ETF
HIMU
$2.33B
$5.46M 0.01%
110,979
+9,974
GVI icon
840
iShares Intermediate Government/Credit Bond ETF
GVI
$3.77B
$5.46M 0.01%
50,789
-124
FPX icon
841
First Trust US Equity Opportunities ETF
FPX
$1.21B
$5.43M 0.01%
32,707
+955
PSEP icon
842
Innovator US Equity Power Buffer ETF September
PSEP
$937M
$5.43M 0.01%
126,492
-34,010
PMAR icon
843
Innovator US Equity Power Buffer ETF March
PMAR
$617M
$5.43M 0.01%
123,714
-3,111
CSQ icon
844
Calamos Strategic Total Return Fund
CSQ
$3.1B
$5.43M 0.01%
281,390
+15,463
RSPT icon
845
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.07B
$5.43M 0.01%
121,741
-3,373
CLOZ icon
846
Panagram BBB-B CLO ETF
CLOZ
$756M
$5.39M 0.01%
+201,106
GPI icon
847
Group 1 Automotive
GPI
$4.87B
$5.39M 0.01%
12,326
+132
JPSE icon
848
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$513M
$5.38M 0.01%
+108,088
BAB icon
849
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$5.36M 0.01%
196,565
+3,204
PMAY icon
850
Innovator US Equity Power Buffer ETF May
PMAY
$613M
$5.35M 0.01%
137,676
-3,322
32 33
34
35 36