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
FESM icon
2426
Fidelity Enhanced Small Cap ETF
FESM
$3.14B
$230K ﹤0.01%
+6,300
CRSP icon
2427
CRISPR Therapeutics
CRSP
$5.61B
$229K ﹤0.01%
+3,538
VNET
2428
VNET Group
VNET
$2.39B
$229K ﹤0.01%
22,189
+3,524
HQY icon
2429
HealthEquity
HQY
$8.22B
$229K ﹤0.01%
2,418
-172
IBDW icon
2430
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.02B
$229K ﹤0.01%
10,788
+261
RSPU icon
2431
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$513M
$229K ﹤0.01%
+2,982
DY icon
2432
Dycom Industries
DY
$10.3B
$228K ﹤0.01%
+783
NOVT icon
2433
Novanta
NOVT
$4.18B
$228K ﹤0.01%
2,279
-246
FLCB icon
2434
Franklin US Core Bond ETF
FLCB
$2.77B
$228K ﹤0.01%
+10,500
IBDZ
2435
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$539M
$228K ﹤0.01%
+8,614
SPFI icon
2436
South Plains Financial
SPFI
$637M
$228K ﹤0.01%
5,887
GCMG icon
2437
GCM Grosvenor
GCMG
$702M
$228K ﹤0.01%
18,850
-1,762
BG icon
2438
Bunge Global
BG
$18.3B
$227K ﹤0.01%
2,790
-296
XJUN icon
2439
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$143M
$226K ﹤0.01%
5,362
-1,087
GHYG icon
2440
iShares US & Intl High Yield Corp Bond ETF
GHYG
$193M
$226K ﹤0.01%
4,856
FLR icon
2441
Fluor
FLR
$7.33B
$226K ﹤0.01%
5,361
+288
SPSK icon
2442
SP Funds Dow Jones Global Sukuk ETF
SPSK
$430M
$225K ﹤0.01%
12,176
+929
JOBY icon
2443
Joby Aviation
JOBY
$14.4B
$225K ﹤0.01%
+13,938
SCD
2444
LMP Capital and Income Fund
SCD
$261M
$224K ﹤0.01%
+14,421
LRN icon
2445
Stride
LRN
$2.68B
$223K ﹤0.01%
1,499
-808
VKTX icon
2446
Viking Therapeutics
VKTX
$4.39B
$223K ﹤0.01%
8,492
+660
AMAL icon
2447
Amalgamated Financial
AMAL
$921M
$222K ﹤0.01%
8,195
IDYA icon
2448
IDEAYA Biosciences
IDYA
$3.15B
$222K ﹤0.01%
+8,169
PDBC icon
2449
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.62B
$222K ﹤0.01%
16,521
+2,240
ETW
2450
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$996M
$222K ﹤0.01%
24,481
-256
96 97
98
99 100