BTIS

BB&T Investment Services Portfolio holdings

AUM $595M
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Sells

1 +$2.39M
2 +$1.67M
3 +$1.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$721K
5
AAPL icon
Apple
AAPL
+$466K

Sector Composition

1 Healthcare 8.14%
2 Consumer Staples 7.76%
3 Financials 5.23%
4 Technology 5.06%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$21K 0.01%
375
+2
552
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105
+15
553
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+434
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1,800
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559
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867
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567
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$20K 0.01%
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+134