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
676
$3K ﹤0.01%
+67
677
$3K ﹤0.01%
+104
678
$3K ﹤0.01%
+200
679
$2K ﹤0.01%
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680
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681
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682
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683
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+32
684
$2K ﹤0.01%
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685
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686
$2K ﹤0.01%
+16
687
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688
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689
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690
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691
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692
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693
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694
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+103
695
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696
$2K ﹤0.01%
+100
697
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+29
698
$2K ﹤0.01%
+40
699
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+42
700
$2K ﹤0.01%
+15