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
WRB icon
151
W.R. Berkley
WRB
$27.2B
$98.6M 0.13%
1,287,224
-34,087
GD icon
152
General Dynamics
GD
$91.3B
$98.1M 0.13%
287,748
+1,292
PLTR icon
153
Palantir
PLTR
$420B
$96.5M 0.13%
529,029
-7,971
IWP icon
154
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$96.3M 0.13%
676,290
-3,243
MUB icon
155
iShares National Muni Bond ETF
MUB
$41.4B
$94.8M 0.13%
890,689
-11,958
ACN icon
156
Accenture
ACN
$169B
$94.5M 0.13%
383,407
-52,795
SDVY icon
157
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.31B
$93.5M 0.13%
2,458,183
+86,400
VCIT icon
158
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$93.2M 0.13%
1,107,860
+79,824
EFV icon
159
iShares MSCI EAFE Value ETF
EFV
$27.2B
$90.9M 0.12%
1,340,236
+347,662
PSX icon
160
Phillips 66
PSX
$56.3B
$90.4M 0.12%
664,499
+75,849
DUK icon
161
Duke Energy
DUK
$92.2B
$89.5M 0.12%
723,601
-3,518
LIN icon
162
Linde
LIN
$191B
$89.5M 0.12%
188,409
-4,579
MS icon
163
Morgan Stanley
MS
$276B
$89.3M 0.12%
561,541
-37,874
VBK icon
164
Vanguard Small-Cap Growth ETF
VBK
$20.8B
$88.2M 0.12%
296,310
+532
NEE icon
165
NextEra Energy
NEE
$177B
$88.1M 0.12%
1,167,279
-6,517
ADP icon
166
Automatic Data Processing
ADP
$105B
$86.3M 0.12%
294,003
-8,328
VWO icon
167
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$85.4M 0.12%
1,576,824
-231,385
EEMA icon
168
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.55B
$83.3M 0.11%
908,359
-22,449
AXP icon
169
American Express
AXP
$254B
$81M 0.11%
243,929
-659
VPL icon
170
Vanguard FTSE Pacific ETF
VPL
$8.32B
$80.6M 0.11%
917,525
-44,535
BIV icon
171
Vanguard Intermediate-Term Bond ETF
BIV
$26.4B
$80.3M 0.11%
1,028,455
+55,703
WSM icon
172
Williams-Sonoma
WSM
$21.3B
$80.2M 0.11%
410,573
+31,681
AZN icon
173
AstraZeneca
AZN
$282B
$76.8M 0.1%
1,000,772
+187,019
WM icon
174
Waste Management
WM
$87.1B
$76.7M 0.1%
347,322
+79,289
VOT icon
175
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$76.2M 0.1%
259,415
+1,865
5 6
7
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