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
BYLD icon
926
iShares Yield Optimized Bond ETF
BYLD
$300M
$4.52M 0.01%
197,193
+6,293
GJAN icon
927
FT Vest US Equity Moderate Buffer ETF January
GJAN
$346M
$4.52M 0.01%
108,440
-3,582
QCJL
928
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$74.5M
$4.51M 0.01%
193,826
+426
CGGO icon
929
Capital Group Global Growth Equity ETF
CGGO
$7.95B
$4.51M 0.01%
132,018
+52,396
GRMN icon
930
Garmin
GRMN
$39.2B
$4.5M 0.01%
18,282
+1,038
PNFP icon
931
Pinnacle Financial Partners
PNFP
$7.45B
$4.5M 0.01%
47,954
-15,456
BIDD
932
iShares International Dividend Active ETF
BIDD
$471M
$4.48M 0.01%
161,166
-2,325
OSIS icon
933
OSI Systems
OSIS
$4.52B
$4.47M 0.01%
17,949
+741
SFM icon
934
Sprouts Farmers Market
SFM
$8.33B
$4.47M 0.01%
41,106
+1,987
EXP icon
935
Eagle Materials
EXP
$7.12B
$4.46M 0.01%
19,158
-285
STEL icon
936
Stellar Bancorp
STEL
$1.62B
$4.46M 0.01%
147,108
-28,150
QMAR icon
937
FT Vest Growth-100 Buffer ETF March
QMAR
$452M
$4.46M 0.01%
138,470
-10,965
VTES icon
938
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.44B
$4.45M 0.01%
43,639
+17,597
TTD icon
939
Trade Desk
TTD
$19.4B
$4.44M 0.01%
90,595
-46,027
F icon
940
Ford
F
$51.9B
$4.41M 0.01%
368,634
-28,700
FIS icon
941
Fidelity National Information Services
FIS
$34.5B
$4.4M 0.01%
66,686
-8,183
DKS icon
942
Dick's Sporting Goods
DKS
$20.8B
$4.38M 0.01%
19,711
+2,189
TXNM
943
TXNM Energy Inc
TXNM
$6.34B
$4.38M 0.01%
+77,425
EXPO icon
944
Exponent
EXPO
$3.65B
$4.38M 0.01%
62,969
-2,769
BP icon
945
BP
BP
$91.5B
$4.36M 0.01%
126,453
-9,095
QMMY
946
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$84.7M
$4.36M 0.01%
177,926
+4,659
SNX icon
947
TD Synnex
SNX
$12.6B
$4.34M 0.01%
26,494
+1,380
TTAN
948
ServiceTitan Inc
TTAN
$9.82B
$4.31M 0.01%
42,789
+19,577
ETV
949
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.68B
$4.31M 0.01%
302,699
+18,763
JAZZ icon
950
Jazz Pharmaceuticals
JAZZ
$10.3B
$4.31M 0.01%
32,698
-53
36 37
38
39 40