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
SPYX icon
1626
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.49B
$1.01M ﹤0.01%
18,490
-135
PAM icon
1627
Pampa Energía
PAM
$4.86B
$1.01M ﹤0.01%
16,833
-2,062
WDIV icon
1628
SPDR S&P Global Dividend ETF
WDIV
$238M
$1.01M ﹤0.01%
13,898
-215
ELF icon
1629
e.l.f. Beauty
ELF
$4.85B
$1.01M ﹤0.01%
7,620
+215
AEE icon
1630
Ameren
AEE
$27B
$1.01M ﹤0.01%
9,666
+182
AN icon
1631
AutoNation
AN
$7.83B
$1.01M ﹤0.01%
4,609
-833
RNR icon
1632
RenaissanceRe
RNR
$12.2B
$1.01M ﹤0.01%
3,966
-457
BUD icon
1633
AB InBev
BUD
$119B
$1M ﹤0.01%
16,855
-716
VOLT
1634
Tema Electrification ETF
VOLT
$222M
$1M ﹤0.01%
34,886
+896
VCTR icon
1635
Victory Capital Holdings
VCTR
$4.13B
$1M ﹤0.01%
15,488
-2,925
CVE icon
1636
Cenovus Energy
CVE
$34.5B
$1M ﹤0.01%
58,954
-934
CGSD icon
1637
Capital Group Short Duration Income ETF
CGSD
$1.78B
$998K ﹤0.01%
38,396
+2,838
WPM icon
1638
Wheaton Precious Metals
WPM
$49.1B
$992K ﹤0.01%
8,874
+40
ARM icon
1639
Arm
ARM
$150B
$989K ﹤0.01%
6,991
+1,576
HUSV icon
1640
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$91.2M
$988K ﹤0.01%
24,801
-1,062
BOTZ icon
1641
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.14B
$988K ﹤0.01%
27,876
+1,757
CMPO icon
1642
CompoSecure Inc
CMPO
$2.6B
$987K ﹤0.01%
47,415
+2,065
HYFI icon
1643
AB High Yield ETF
HYFI
$302M
$986K ﹤0.01%
+25,969
UJUL icon
1644
Innovator US Equity Ultra Buffer ETF July
UJUL
$215M
$985K ﹤0.01%
25,857
AGYS icon
1645
Agilysys
AGYS
$3.53B
$985K ﹤0.01%
9,361
-704
CHRD icon
1646
Chord Energy
CHRD
$5.55B
$982K ﹤0.01%
9,883
-1,155
BXP icon
1647
Boston Properties
BXP
$11B
$981K ﹤0.01%
13,194
+1,207
UTEN icon
1648
US Treasury 10 Year Note ETF
UTEN
$245M
$978K ﹤0.01%
22,113
+13
PLNT icon
1649
Planet Fitness
PLNT
$9.22B
$975K ﹤0.01%
9,390
-419
BAP icon
1650
Credicorp
BAP
$21.6B
$974K ﹤0.01%
3,657
-93
64 65
66
67 68