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
201
$107K 0.08%
+2,227
202
$106K 0.08%
+7,296
203
$104K 0.08%
+2,257
204
$103K 0.08%
+1,871
205
$100K 0.07%
+3,328
206
$99K 0.07%
+1,503
207
$99K 0.07%
+2,277
208
$98K 0.07%
+1,950
209
$96K 0.07%
+3,535
210
$96K 0.07%
+2,150
211
$94K 0.07%
+1,255
212
$94K 0.07%
+1,589
213
$94K 0.07%
+5,025
214
$94K 0.07%
+750
215
$94K 0.07%
+3,364
216
$93K 0.07%
+2,950
217
$92K 0.07%
+1,034
218
$92K 0.07%
+1,381
219
$90K 0.07%
+1,607
220
$89K 0.07%
+1,077
221
$87K 0.06%
+2,813
222
$85K 0.06%
+7,080
223
$85K 0.06%
+749
224
$85K 0.06%
+1,920
225
$84K 0.06%
+1,162