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
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$5.22M
3 +$3.07M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.84M
5
MO icon
Altria Group
MO
+$2.71M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 10.16%
2 Healthcare 9.81%
3 Consumer Discretionary 6.58%
4 Financials 6.55%
5 Technology 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$6K ﹤0.01%
+186
577
$6K ﹤0.01%
+121
578
$6K ﹤0.01%
+270
579
$6K ﹤0.01%
+630
580
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+124
581
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582
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583
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+62
584
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+182
585
$6K ﹤0.01%
+100
586
$6K ﹤0.01%
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587
$5K ﹤0.01%
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588
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589
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590
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591
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592
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593
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594
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595
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+122
596
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+54
597
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+118
598
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+91
599
$5K ﹤0.01%
+139
600
$5K ﹤0.01%
+297