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
AMP icon
176
Ameriprise Financial
AMP
$42.5B
$74M 0.11%
138,591
-12,151
MOS icon
177
The Mosaic Company
MOS
$7.91B
$73.8M 0.11%
2,022,840
+2,007,717
SPIB icon
178
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$73.3M 0.11%
2,182,139
+1,872,691
VOT icon
179
Vanguard Mid-Cap Growth ETF
VOT
$17.3B
$73.2M 0.11%
257,550
-18,794
PLTR icon
180
Palantir
PLTR
$417B
$73.2M 0.11%
537,000
+21,809
SBUX icon
181
Starbucks
SBUX
$93.5B
$72.8M 0.11%
795,021
-7,284
INTU icon
182
Intuit
INTU
$182B
$72.1M 0.11%
91,539
+1,074
ITOT icon
183
iShares Core S&P Total US Stock Market ETF
ITOT
$78.1B
$70.3M 0.1%
520,520
+21,571
PSX icon
184
Phillips 66
PSX
$55.7B
$70.2M 0.1%
588,650
+2,135
PFE icon
185
Pfizer
PFE
$141B
$70.2M 0.1%
2,894,643
-25,611
DHR icon
186
Danaher
DHR
$149B
$70M 0.1%
354,272
-5,215
MDY icon
187
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$69.6M 0.1%
122,839
+5,455
BUFR icon
188
FT Vest Fund of Buffer ETFs
BUFR
$7.57B
$69.3M 0.1%
2,179,501
+128,191
LQD icon
189
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
$68.8M 0.1%
627,280
+261,296
USMV icon
190
iShares MSCI USA Min Vol Factor ETF
USMV
$23B
$68.7M 0.1%
731,634
+436,281
SO icon
191
Southern Company
SO
$100B
$67.9M 0.1%
739,044
-12,724
ANET icon
192
Arista Networks
ANET
$169B
$67.3M 0.1%
658,251
+52,989
BA icon
193
Boeing
BA
$149B
$67M 0.1%
319,768
+28,373
O icon
194
Realty Income
O
$51.8B
$66.5M 0.1%
1,154,612
+115,741
TJX icon
195
TJX Companies
TJX
$160B
$65.9M 0.1%
533,855
+12,486
QUAL icon
196
iShares MSCI USA Quality Factor ETF
QUAL
$53B
$65.6M 0.1%
358,984
-12,543
VGSH icon
197
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$65.4M 0.1%
1,112,186
+120,222
FERG icon
198
Ferguson
FERG
$49.4B
$65.1M 0.1%
299,188
+89,109
KNG icon
199
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.59B
$64.8M 0.09%
1,319,368
+17,866
EFV icon
200
iShares MSCI EAFE Value ETF
EFV
$27.7B
$63M 0.09%
992,574
+291,860
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