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
IHI icon
951
iShares US Medical Devices ETF
IHI
$4.28B
$4.31M 0.01%
71,704
+462
CAFX
952
Congress Intermediate Bond ETF
CAFX
$379M
$4.31M 0.01%
172,104
+3,820
XLG icon
953
Invesco S&P 500 Top 50 ETF
XLG
$11.7B
$4.3M 0.01%
74,782
+3,400
CP icon
954
Canadian Pacific Kansas City
CP
$66.4B
$4.29M 0.01%
57,542
+671
PNOV icon
955
Innovator US Equity Power Buffer ETF November
PNOV
$975M
$4.28M 0.01%
104,345
-44,985
AOM icon
956
iShares Core Moderate Allocation ETF
AOM
$1.64B
$4.28M 0.01%
89,949
-331
IDVO icon
957
Amplify International Enhanced Dividend Income ETF
IDVO
$549M
$4.27M 0.01%
114,484
+34,409
PML
958
PIMCO Municipal Income Fund II
PML
$510M
$4.26M 0.01%
538,950
+502,023
AMLP icon
959
Alerian MLP ETF
AMLP
$10.7B
$4.24M 0.01%
90,420
+2,269
CNC icon
960
Centene
CNC
$18.8B
$4.24M 0.01%
118,730
+16,173
MGOV icon
961
First Trust Intermediate Government Opportunities ETF
MGOV
$78M
$4.23M 0.01%
206,799
+14,159
IP icon
962
International Paper
IP
$20.6B
$4.23M 0.01%
91,214
+415
BURL icon
963
Burlington
BURL
$17.1B
$4.22M 0.01%
16,580
-505
EW icon
964
Edwards Lifesciences
EW
$50B
$4.19M 0.01%
53,823
+4,817
TKO icon
965
TKO Group
TKO
$16B
$4.18M 0.01%
20,705
+1,718
BALT icon
966
Innovator Defined Wealth Shield ETF
BALT
$2.2B
$4.18M 0.01%
127,408
-27,916
IEV icon
967
iShares Europe ETF
IEV
$1.6B
$4.16M 0.01%
63,510
+6,171
HLN icon
968
Haleon
HLN
$42.4B
$4.16M 0.01%
463,231
-32,690
RIO icon
969
Rio Tinto
RIO
$119B
$4.15M 0.01%
62,887
+457
ITM icon
970
VanEck Intermediate Muni ETF
ITM
$2.08B
$4.14M 0.01%
88,939
+12,006
ESI icon
971
Element Solutions
ESI
$6.39B
$4.14M 0.01%
164,476
-4,182
PKB icon
972
Invesco Building & Construction ETF
PKB
$288M
$4.13M 0.01%
43,245
+511
VTWG icon
973
Vanguard Russell 2000 Growth ETF
VTWG
$1.14B
$4.13M 0.01%
17,657
-1,342
HRB icon
974
H&R Block
HRB
$5.32B
$4.12M 0.01%
81,566
-732,332
HAS icon
975
Hasbro
HAS
$11.4B
$4.11M 0.01%
54,210
+12,084
37 38
39
40 41