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 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$3K ﹤0.01%
+46
652
$3K ﹤0.01%
+33
653
$3K ﹤0.01%
+40
654
$3K ﹤0.01%
+59
655
$3K ﹤0.01%
+83
656
$3K ﹤0.01%
+77
657
$3K ﹤0.01%
+280
658
$3K ﹤0.01%
+52
659
$3K ﹤0.01%
+45
660
$3K ﹤0.01%
+218
661
$3K ﹤0.01%
+92
662
$3K ﹤0.01%
+127
663
$3K ﹤0.01%
+200
664
$3K ﹤0.01%
+8
665
$3K ﹤0.01%
+41
666
$3K ﹤0.01%
+288
667
$3K ﹤0.01%
+115
668
$3K ﹤0.01%
+31
669
$3K ﹤0.01%
+71
670
$3K ﹤0.01%
+178
671
$3K ﹤0.01%
+46
672
$3K ﹤0.01%
+85
673
$3K ﹤0.01%
+35
674
$3K ﹤0.01%
+214
675
$3K ﹤0.01%
+273