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
HAYW icon
2276
Hayward Holdings
HAYW
$3.45B
$243K ﹤0.01%
17,609
+1,638
HST icon
2277
Host Hotels & Resorts
HST
$12.3B
$243K ﹤0.01%
15,818
+1,283
CORT icon
2278
Corcept Therapeutics
CORT
$7.75B
$243K ﹤0.01%
3,309
+631
AVK
2279
Advent Convertible and Income Fund
AVK
$560M
$241K ﹤0.01%
19,924
-704
AOA icon
2280
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.62B
$241K ﹤0.01%
2,887
+61
HMC icon
2281
Honda
HMC
$38.7B
$240K ﹤0.01%
8,327
-318
ULS icon
2282
UL Solutions
ULS
$17.2B
$240K ﹤0.01%
3,289
-2,765
FROG icon
2283
JFrog
FROG
$7B
$239K ﹤0.01%
+5,453
CIFR icon
2284
Cipher Mining
CIFR
$8.17B
$239K ﹤0.01%
50,000
GCMG icon
2285
GCM Grosvenor
GCMG
$615M
$238K ﹤0.01%
20,612
-1,208
SRCE icon
2286
1st Source
SRCE
$1.49B
$238K ﹤0.01%
3,834
-222
TEM
2287
Tempus AI
TEM
$12.7B
$238K ﹤0.01%
3,743
-4,051
KRUS icon
2288
Kura Sushi USA
KRUS
$587M
$238K ﹤0.01%
+2,762
GT icon
2289
Goodyear
GT
$2.17B
$237K ﹤0.01%
22,879
DOCS icon
2290
Doximity
DOCS
$10.2B
$236K ﹤0.01%
3,850
-634
BCPC
2291
Balchem Corp
BCPC
$4.94B
$236K ﹤0.01%
1,483
-20
SITM icon
2292
SiTime
SITM
$8.5B
$236K ﹤0.01%
1,107
-1,520
WAL icon
2293
Western Alliance Bancorporation
WAL
$8.8B
$234K ﹤0.01%
+3,007
RXO icon
2294
RXO
RXO
$2.05B
$234K ﹤0.01%
14,912
-13,306
INVH icon
2295
Invitation Homes
INVH
$17.2B
$234K ﹤0.01%
7,132
-504
BMAR icon
2296
Innovator US Equity Buffer ETF March
BMAR
$201M
$233K ﹤0.01%
4,750
IBDX icon
2297
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.27B
$233K ﹤0.01%
+9,203
EPR icon
2298
EPR Properties
EPR
$3.88B
$233K ﹤0.01%
+3,994
BBHY icon
2299
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$633M
$232K ﹤0.01%
4,982
-1,196
FFIN icon
2300
First Financial Bankshares
FFIN
$4.46B
$232K ﹤0.01%
6,456
-155
90 91
92
93 94