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
ISRG icon
176
Intuitive Surgical
ISRG
$190B
$75.6M 0.1%
168,940
-91,632
O icon
177
Realty Income
O
$56.4B
$75.2M 0.1%
1,237,540
+82,928
TJX icon
178
TJX Companies
TJX
$175B
$75.1M 0.1%
519,643
-14,212
MDY icon
179
SPDR S&P MidCap 400 ETF Trust
MDY
$25.4B
$75M 0.1%
125,891
+3,052
BUFR icon
180
FT Vest Fund of Buffer ETFs
BUFR
$8.47B
$74.7M 0.1%
2,236,051
+56,550
PFE icon
181
Pfizer
PFE
$146B
$73.2M 0.1%
2,871,315
-23,328
CRWD icon
182
CrowdStrike
CRWD
$114B
$73M 0.1%
148,854
-3,735
HDV icon
183
iShares Core High Dividend ETF
HDV
$12.3B
$72.5M 0.1%
591,739
-44,671
IUSB icon
184
iShares Core Universal USD Bond ETF
IUSB
$34.6B
$72.1M 0.1%
1,543,452
-68,561
DIA icon
185
SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$71.9M 0.1%
155,130
-13,305
GE icon
186
GE Aerospace
GE
$343B
$71.7M 0.1%
238,255
+14,691
BA icon
187
Boeing
BA
$194B
$70.7M 0.1%
327,412
+7,644
ITOT icon
188
iShares Core S&P Total US Stock Market ETF
ITOT
$81.8B
$70.1M 0.09%
481,167
-39,353
SBUX icon
189
Starbucks
SBUX
$106B
$69.8M 0.09%
824,635
+29,614
LPLA icon
190
LPL Financial
LPLA
$30.3B
$69.7M 0.09%
209,647
+1,385
DYNF icon
191
BlackRock US Equity Factor Rotation ETF
DYNF
$31.3B
$68.5M 0.09%
1,156,980
+175,446
MRSH
192
Marsh
MRSH
$89.4B
$68.2M 0.09%
338,416
-22,730
VGSH icon
193
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$66.6M 0.09%
1,131,010
+18,824
SO icon
194
Southern Company
SO
$97.9B
$66.5M 0.09%
701,651
-37,393
VOE icon
195
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$66.4M 0.09%
380,101
+6,854
JLL icon
196
Jones Lang LaSalle
JLL
$16.8B
$66.3M 0.09%
222,230
+9,955
NSC icon
197
Norfolk Southern
NSC
$65.2B
$65.7M 0.09%
218,782
-7,111
VGIT icon
198
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.4B
$65.5M 0.09%
1,090,954
+64,256
KNG icon
199
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.52B
$65.5M 0.09%
1,327,603
+8,235
AMP icon
200
Ameriprise Financial
AMP
$47.3B
$64.8M 0.09%
131,942
-6,649
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