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
IT icon
876
Gartner
IT
$16.6B
$4.72M 0.01%
11,674
-1,329
FTNT icon
877
Fortinet
FTNT
$62.7B
$4.71M 0.01%
44,567
+2,596
GOF icon
878
Guggenheim Strategic Opportunities Fund
GOF
$2.3B
$4.71M 0.01%
316,322
+94,504
SUB icon
879
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$4.69M 0.01%
44,144
+3,576
SF icon
880
Stifel
SF
$12.4B
$4.69M 0.01%
45,155
+1,192
QDEC icon
881
FT Vest Growth-100 Buffer ETF December
QDEC
$540M
$4.68M 0.01%
159,477
-14,304
INSM icon
882
Insmed
INSM
$40.5B
$4.68M 0.01%
46,483
+1,409
VST icon
883
Vistra
VST
$64.7B
$4.65M 0.01%
24,003
+2,853
HEI.A icon
884
HEICO Corp Class A
HEI.A
$35B
$4.64M 0.01%
17,918
-1,911
RDVI icon
885
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.33B
$4.63M 0.01%
187,433
-1,146,057
QMAR icon
886
FT Vest Growth-100 Buffer ETF March
QMAR
$457M
$4.63M 0.01%
149,435
-15,867
REGL icon
887
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.79B
$4.63M 0.01%
56,773
-312
QQQE icon
888
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$4.62M 0.01%
47,021
+6,769
FPX icon
889
First Trust US Equity Opportunities ETF
FPX
$1.14B
$4.6M 0.01%
31,752
-27,721
IAUM icon
890
iShares Gold Trust Micro
IAUM
$4.68B
$4.59M 0.01%
+139,740
DES icon
891
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$4.59M 0.01%
144,488
-153,318
SSNC icon
892
SS&C Technologies
SSNC
$20.6B
$4.58M 0.01%
55,335
-1,729
CHD icon
893
Church & Dwight Co
CHD
$20.9B
$4.58M 0.01%
47,614
-2,379
FTV icon
894
Fortive
FTV
$16.3B
$4.55M 0.01%
87,281
-34,073
PJAN icon
895
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
$4.54M 0.01%
103,065
+991
JPI
896
DELISTED
Nuveen Preferred Securities & Income Opportunities Fund
JPI
$4.53M 0.01%
217,961
+64,691
CP icon
897
Canadian Pacific Kansas City
CP
$63.9B
$4.51M 0.01%
56,871
-98,834
IYR icon
898
iShares US Real Estate ETF
IYR
$3.71B
$4.5M 0.01%
47,432
+1,198
OTIS icon
899
Otis Worldwide
OTIS
$35.5B
$4.48M 0.01%
45,250
-3,112
GJAN icon
900
FT Vest US Equity Moderate Buffer ETF January
GJAN
$365M
$4.48M 0.01%
112,022
+350
34 35
36
37 38