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
CLSK icon
1626
CleanSpark
CLSK
$4.64B
$882K ﹤0.01%
80,000
-8,889
RPRX icon
1627
Royalty Pharma
RPRX
$16.5B
$877K ﹤0.01%
24,339
+847
ITIC icon
1628
Investors Title Co
ITIC
$524M
$876K ﹤0.01%
4,148
ARM icon
1629
Arm
ARM
$162B
$876K ﹤0.01%
5,415
+3,427
PRGO icon
1630
Perrigo
PRGO
$1.99B
$876K ﹤0.01%
32,773
-889
UJUN icon
1631
Innovator US Equity Ultra Buffer ETF June
UJUN
$145M
$876K ﹤0.01%
24,581
+2,700
WES icon
1632
Western Midstream Partners
WES
$15.9B
$874K ﹤0.01%
22,592
+437
UPST icon
1633
Upstart Holdings
UPST
$3.76B
$869K ﹤0.01%
13,432
-6,330
UHS icon
1634
Universal Health Services
UHS
$14.6B
$867K ﹤0.01%
4,786
-450
EXAS icon
1635
Exact Sciences
EXAS
$12.5B
$866K ﹤0.01%
16,304
+2,582
VOLT
1636
Tema Electrification ETF
VOLT
$141M
$865K ﹤0.01%
33,990
+5,918
ESAB icon
1637
ESAB
ESAB
$6.94B
$864K ﹤0.01%
7,171
+988
SFLR icon
1638
Innovator Equity Managed Floor ETF
SFLR
$1.08B
$864K ﹤0.01%
25,728
+11,571
IJAN icon
1639
Innovator International Developed Power Buffer ETF January
IJAN
$171M
$863K ﹤0.01%
25,219
+299
DLB icon
1640
Dolby
DLB
$6.24B
$863K ﹤0.01%
11,615
-888
SPXC icon
1641
SPX Corp
SPXC
$11.1B
$860K ﹤0.01%
5,130
-122
REG icon
1642
Regency Centers
REG
$12.8B
$860K ﹤0.01%
12,075
-89
ITB icon
1643
iShares US Home Construction ETF
ITB
$3B
$859K ﹤0.01%
9,220
+153
JTEK icon
1644
JPMorgan US Tech Leaders ETF
JTEK
$2.63B
$857K ﹤0.01%
10,150
+18
ALAB icon
1645
Astera Labs
ALAB
$28B
$857K ﹤0.01%
9,477
-3,360
AADR icon
1646
AdvisorShares Dorsey Wright ADR ETF
AADR
$44.4M
$855K ﹤0.01%
10,829
-697
BMAY icon
1647
Innovator US Equity Buffer ETF May
BMAY
$156M
$855K ﹤0.01%
20,257
-5,456
PGP
1648
PIMCO Global StockPLUS & Income Fund
PGP
$99.5M
$854K ﹤0.01%
102,972
+821
ALSN icon
1649
Allison Transmission
ALSN
$6.82B
$853K ﹤0.01%
8,984
-678
LYFT icon
1650
Lyft
LYFT
$8.8B
$853K ﹤0.01%
54,119
+34,749
64 65
66
67 68