BTS

BB&T Securities Portfolio holdings

AUM $10.9B
1-Year Est. Return 5.3%
This Quarter Est. Return
1 Year Est. Return
+5.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$561K
2
+$544K
3
+$541K
4
MCD icon
McDonald's
MCD
+$530K
5
QCOM icon
Qualcomm
QCOM
+$528K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.57%
2 Energy 13.35%
3 Technology 12.42%
4 Consumer Staples 10.55%
5 Financials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.7K 0.04%
+51,807
277
$12.7K 0.04%
+11,505
278
$12.7K 0.04%
+52,087
279
$12.6K 0.04%
+66,883
280
$12.5K 0.04%
+28,108
281
$12.4K 0.04%
+18,726
282
$12.4K 0.04%
+56,764
283
$12.3K 0.04%
+21,094
284
$12.3K 0.04%
+27,399
285
$12.2K 0.04%
+36,286
286
$12.2K 0.04%
+12,846
287
$12.2K 0.04%
+6,546
288
$12.2K 0.04%
+55,969
289
$12.1K 0.04%
+40,067
290
$12.1K 0.04%
+34,291
291
$12.1K 0.04%
+21,098
292
$12.1K 0.04%
+43,808
293
$12K 0.04%
+64,056
294
$11.8K 0.04%
+92,519
295
$11.7K 0.04%
+23,096
296
$11.7K 0.04%
+29,060
297
$11.7K 0.04%
+39,739
298
$11.7K 0.04%
+19,807
299
$11.5K 0.04%
+26,073
300
$11.5K 0.04%
+50,922
10 11
12
13 14