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
VWO icon
151
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$89.4M 0.13%
1,808,209
-70,657
RL icon
152
Ralph Lauren
RL
$19.1B
$88.3M 0.13%
322,020
+21,183
RDVY icon
153
First Trust Rising Dividend Achievers ETF
RDVY
$17B
$88.1M 0.13%
1,403,926
+430,935
DUK icon
154
Duke Energy
DUK
$96.4B
$85.8M 0.13%
727,119
-14,442
VCIT icon
155
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.6B
$85.2M 0.12%
1,028,036
+28,709
MS icon
156
Morgan Stanley
MS
$260B
$84.4M 0.12%
599,415
-3,482
SDVY icon
157
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.74B
$83.7M 0.12%
2,371,783
-425,226
GD icon
158
General Dynamics
GD
$91.9B
$83.5M 0.12%
286,456
+1,370
ELV icon
159
Elevance Health
ELV
$69.9B
$82.7M 0.12%
212,710
-51,058
CAT icon
160
Caterpillar
CAT
$267B
$82.4M 0.12%
212,231
-3,832
SHV icon
161
iShares Short Treasury Bond ETF
SHV
$20.7B
$82.1M 0.12%
743,105
-271,850
VBK icon
162
Vanguard Small-Cap Growth ETF
VBK
$20.2B
$81.9M 0.12%
295,778
-858
NEE icon
163
NextEra Energy
NEE
$171B
$81.5M 0.12%
1,173,796
-23,910
VPL icon
164
Vanguard FTSE Pacific ETF
VPL
$8.18B
$79.1M 0.12%
962,060
-1,061,810
MMC icon
165
Marsh & McLennan
MMC
$86.5B
$79M 0.12%
361,146
+281
LPLA icon
166
LPL Financial
LPLA
$29.8B
$78.1M 0.11%
208,262
+2,777
AXP icon
167
American Express
AXP
$252B
$78M 0.11%
244,588
+5,044
CRWD icon
168
CrowdStrike
CRWD
$134B
$77.7M 0.11%
152,589
+1,693
AMAT icon
169
Applied Materials
AMAT
$186B
$77.3M 0.11%
422,130
-206,496
EEMA icon
170
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.56B
$76.8M 0.11%
930,808
+926,297
BIV icon
171
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$75.2M 0.11%
972,752
+17,307
HDV icon
172
iShares Core High Dividend ETF
HDV
$11.3B
$74.6M 0.11%
636,410
+14,571
IUSB icon
173
iShares Trust iShares Core Universal USD Bond ETF
IUSB
$33.3B
$74.5M 0.11%
1,612,013
-82,399
LRCX icon
174
Lam Research
LRCX
$204B
$74.3M 0.11%
763,628
+369,789
DIA icon
175
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40B
$74.2M 0.11%
168,435
+9,123
5 6
7
8 9