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
FNF icon
851
Fidelity National Financial
FNF
$15.5B
$4.95M 0.01%
88,381
+1,977
CHH icon
852
Choice Hotels
CHH
$4.56B
$4.95M 0.01%
39,004
-1,721
JNK icon
853
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
$4.92M 0.01%
50,632
-22,555
HSBC icon
854
HSBC
HSBC
$245B
$4.92M 0.01%
80,884
-3,043
HIMU
855
iShares High Yield Muni Active ETF
HIMU
$2.16B
$4.91M 0.01%
101,005
+8,474
IXN icon
856
iShares Global Tech ETF
IXN
$6.41B
$4.91M 0.01%
53,189
+21,755
EXPO icon
857
Exponent
EXPO
$3.56B
$4.91M 0.01%
65,738
-3,047
STEL icon
858
Stellar Bancorp
STEL
$1.54B
$4.9M 0.01%
175,258
MKC icon
859
McCormick & Company Non-Voting
MKC
$17.5B
$4.9M 0.01%
64,589
+1,928
CTSH icon
860
Cognizant
CTSH
$35.3B
$4.89M 0.01%
62,720
+4,492
VOYA icon
861
Voya Financial
VOYA
$6.85B
$4.89M 0.01%
68,900
-764
SOLV icon
862
Solventum
SOLV
$12.4B
$4.89M 0.01%
64,441
-1,981
CBOE icon
863
Cboe Global Markets
CBOE
$26.9B
$4.88M 0.01%
20,914
-222
GDDY icon
864
GoDaddy
GDDY
$17.8B
$4.88M 0.01%
27,086
-1,821
RF icon
865
Regions Financial
RF
$21.8B
$4.86M 0.01%
206,832
-2,339
CVCO icon
866
Cavco Industries
CVCO
$4.5B
$4.85M 0.01%
11,174
-1,211
CSQ icon
867
Calamos Strategic Total Return Fund
CSQ
$3.01B
$4.85M 0.01%
265,927
+8,183
EWC icon
868
iShares MSCI Canada ETF
EWC
$3.33B
$4.84M 0.01%
104,843
-976
SYFI
869
AB Short Duration High Yield ETF
SYFI
$826M
$4.84M 0.01%
134,555
-18,822
DFAU icon
870
Dimensional US Core Equity Market ETF
DFAU
$9.43B
$4.81M 0.01%
113,555
+2,341
UFEB icon
871
Innovator US Equity Ultra Buffer ETF February
UFEB
$182M
$4.8M 0.01%
139,913
-4,580
ILMN icon
872
Illumina
ILMN
$18.6B
$4.77M 0.01%
50,004
+1,850
GTLS icon
873
Chart Industries
GTLS
$9.02B
$4.77M 0.01%
28,950
-710
FDEC icon
874
FT Vest US Equity Buffer ETF December
FDEC
$1.09B
$4.74M 0.01%
101,514
-29,645
KGC icon
875
Kinross Gold
KGC
$29.4B
$4.73M 0.01%
302,645
+25,093
33 34
35
36 37