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
CHWY icon
1976
Chewy
CHWY
$13.9B
$518K ﹤0.01%
12,810
+99
TTI icon
1977
TETRA Technologies
TTI
$1.13B
$518K ﹤0.01%
90,068
-134,402
PBW icon
1978
Invesco WilderHill Clean Energy ETF
PBW
$669M
$517K ﹤0.01%
17,904
-9,920
RIVN icon
1979
Rivian
RIVN
$22B
$517K ﹤0.01%
35,218
-4,326
WEN icon
1980
Wendy's
WEN
$1.61B
$517K ﹤0.01%
56,439
-857
IBDV icon
1981
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.41B
$515K ﹤0.01%
23,273
+302
CVRT icon
1982
Calamos Convertible Equity Alternative ETF
CVRT
$11.5M
$515K ﹤0.01%
14,170
+5,494
SDOG icon
1983
ALPS Sector Dividend Dogs ETF
SDOG
$1.25B
$514K ﹤0.01%
8,534
-1,755
QBTS icon
1984
D-Wave Quantum
QBTS
$9.64B
$514K ﹤0.01%
20,802
+1,082
WH icon
1985
Wyndham Hotels & Resorts
WH
$5.45B
$513K ﹤0.01%
6,417
+1
XYLD icon
1986
Global X S&P 500 Covered Call ETF
XYLD
$3.06B
$512K ﹤0.01%
13,029
+768
MSGS icon
1987
Madison Square Garden
MSGS
$5.43B
$511K ﹤0.01%
2,251
-35
NUKZ icon
1988
Range Nuclear Renaissance Index ETF
NUKZ
$755M
$509K ﹤0.01%
+7,827
NCLH icon
1989
Norwegian Cruise Line
NCLH
$8.61B
$509K ﹤0.01%
20,665
+1,653
AAON icon
1990
Aaon
AAON
$7.15B
$508K ﹤0.01%
+5,432
BBJP icon
1991
JPMorgan BetaBuilders Japan ETF
BBJP
$14.9B
$506K ﹤0.01%
7,633
-1,239
EAT icon
1992
Brinker International
EAT
$6.24B
$506K ﹤0.01%
+3,995
HIMS icon
1993
Hims & Hers Health
HIMS
$8.92B
$506K ﹤0.01%
8,913
-730
ETO
1994
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$479M
$505K ﹤0.01%
18,312
+172
MGNI icon
1995
Magnite
MGNI
$2.1B
$504K ﹤0.01%
23,122
-5,191
IGPT icon
1996
Invesco AI and Next Gen Software ETF
IGPT
$641M
$503K ﹤0.01%
9,309
+1,154
ATEC icon
1997
Alphatec Holdings
ATEC
$3.19B
$502K ﹤0.01%
34,558
+15,057
KTB icon
1998
Kontoor Brands
KTB
$4.24B
$500K ﹤0.01%
6,266
+2,479
FENY icon
1999
Fidelity MSCI Energy Index ETF
FENY
$1.34B
$498K ﹤0.01%
20,158
-8,833
UCB
2000
United Community Banks
UCB
$3.78B
$497K ﹤0.01%
15,846
-122
78 79
80
81 82