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
SPSB icon
1101
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.91B
$2.86M ﹤0.01%
94,627
-7,605
EWG icon
1102
iShares MSCI Germany ETF
EWG
$2.09B
$2.86M ﹤0.01%
67,484
+4,315
RGLO
1103
Russell Investments Global Equity ETF
RGLO
$233M
$2.86M ﹤0.01%
+107,955
HFGO icon
1104
Hartford Large Cap Growth ETF
HFGO
$175M
$2.85M ﹤0.01%
114,741
+735
TROW icon
1105
T. Rowe Price
TROW
$22.4B
$2.85M ﹤0.01%
29,538
-46,151
MGV icon
1106
Vanguard Mega Cap Value ETF
MGV
$10.1B
$2.84M ﹤0.01%
21,664
+55
RBLX icon
1107
Roblox
RBLX
$75B
$2.84M ﹤0.01%
27,018
+16,194
NEAR icon
1108
iShares Short Maturity Bond ETF
NEAR
$3.58B
$2.83M ﹤0.01%
55,367
+26,476
CGNX icon
1109
Cognex
CGNX
$6.58B
$2.82M ﹤0.01%
88,989
-1,421
RFCI icon
1110
RiverFront Dynamic Core Income
RFCI
$18.2M
$2.81M ﹤0.01%
124,312
+2,270
XOP icon
1111
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.85B
$2.8M ﹤0.01%
22,275
+2,180
UAPR icon
1112
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
$2.8M ﹤0.01%
89,415
-154
PR icon
1113
Permian Resources
PR
$9.88B
$2.8M ﹤0.01%
205,322
+6,665
IPAC icon
1114
iShares Core MSCI Pacific ETF
IPAC
$1.92B
$2.78M ﹤0.01%
40,441
-383
GWRE icon
1115
Guidewire Software
GWRE
$18.5B
$2.78M ﹤0.01%
11,792
+1,628
IBIT icon
1116
iShares Bitcoin Trust
IBIT
$79.3B
$2.77M ﹤0.01%
45,287
+193
DKNG icon
1117
DraftKings
DKNG
$15.1B
$2.77M ﹤0.01%
64,601
+20,498
FLCO icon
1118
Franklin Investment Grade Corporate ETF
FLCO
$608M
$2.76M ﹤0.01%
127,766
-225
SHYM
1119
iShares Short Duration High Yield Muni Active ETF
SHYM
$397M
$2.76M ﹤0.01%
123,501
-14,655
SMCI icon
1120
Super Micro Computer
SMCI
$23.6B
$2.76M ﹤0.01%
56,216
+4,691
IDVO icon
1121
Amplify International Enhanced Dividend Income ETF
IDVO
$431M
$2.75M ﹤0.01%
+80,075
RMD icon
1122
ResMed
RMD
$36.7B
$2.75M ﹤0.01%
10,660
+183
QXO
1123
QXO Inc
QXO
$11.6B
$2.74M ﹤0.01%
127,151
+17,399
EVR icon
1124
Evercore
EVR
$11.9B
$2.72M ﹤0.01%
10,079
+265
DXJ icon
1125
WisdomTree Japan Hedged Equity Fund
DXJ
$4.07B
$2.72M ﹤0.01%
23,813
+7,829
43 44
45
46 47