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
XHE icon
1451
State Street SPDR S&P Health Care Equipment ETF
XHE
$154M
$1.53M ﹤0.01%
19,399
-5,351
CWST icon
1452
Casella Waste Systems
CWST
$6B
$1.53M ﹤0.01%
16,081
-556
IGE icon
1453
iShares North American Natural Resources ETF
IGE
$644M
$1.53M ﹤0.01%
31,093
+784
VCRM
1454
Vanguard Core Tax-Exempt Bond ETF
VCRM
$648M
$1.52M ﹤0.01%
+20,248
BWXT icon
1455
BWX Technologies
BWXT
$16.3B
$1.52M ﹤0.01%
8,263
+317
ICOW icon
1456
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.41B
$1.52M ﹤0.01%
+41,755
CCB icon
1457
Coastal Financial
CCB
$1.71B
$1.52M ﹤0.01%
14,015
-4,366
AMSC icon
1458
American Superconductor
AMSC
$1.47B
$1.51M ﹤0.01%
25,500
+3,230
GMAR icon
1459
FT Vest US Equity Moderate Buffer ETF March
GMAR
$388M
$1.51M ﹤0.01%
37,553
+1,002
CLH icon
1460
Clean Harbors
CLH
$12.7B
$1.5M ﹤0.01%
6,461
-973
KEY icon
1461
KeyCorp
KEY
$21B
$1.5M ﹤0.01%
80,150
+4,121
SYF icon
1462
Synchrony
SYF
$28.9B
$1.5M ﹤0.01%
21,083
+1,792
SGI
1463
Somnigroup International
SGI
$19.3B
$1.49M ﹤0.01%
17,721
+1,544
NZAC icon
1464
SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$180M
$1.49M ﹤0.01%
35,227
-1,241
SOUN icon
1465
SoundHound AI
SOUN
$5.36B
$1.48M ﹤0.01%
92,203
-12,446
INTA icon
1466
Intapp
INTA
$3.54B
$1.48M ﹤0.01%
36,188
+10,000
FLS icon
1467
Flowserve
FLS
$9.16B
$1.48M ﹤0.01%
27,765
-6,110
LQDH icon
1468
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$630M
$1.47M ﹤0.01%
15,760
+1,644
ELS icon
1469
Equity Lifestyle Properties
ELS
$12B
$1.47M ﹤0.01%
24,282
-501
BLD icon
1470
TopBuild
BLD
$12.3B
$1.47M ﹤0.01%
3,771
+122
FSLR icon
1471
First Solar
FSLR
$27.6B
$1.47M ﹤0.01%
6,669
+814
IEO icon
1472
iShares US Oil & Gas Exploration & Production ETF
IEO
$456M
$1.47M ﹤0.01%
15,882
-601
GJUN icon
1473
FT Vest US Equity Moderate Buffer ETF June
GJUN
$333M
$1.47M ﹤0.01%
37,755
-1,555
SPUS icon
1474
SP Funds S&P 500 Sharia ETF
SPUS
$1.84B
$1.46M ﹤0.01%
29,625
-539
SFEB icon
1475
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$78.6M
$1.46M ﹤0.01%
64,171
-7,754
57 58
59
60 61