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
476
$5.43K 0.02%
+7,436
477
$5.39K 0.02%
+11,066
478
$5.32K 0.02%
+27,637
479
$5.32K 0.02%
+29,268
480
$5.31K 0.02%
+41,172
481
$5.25K 0.02%
+4,841
482
$5.24K 0.02%
+43,703
483
$5.22K 0.02%
+10,862
484
$5.22K 0.02%
+13,664
485
$5.2K 0.02%
+4,930
486
$5.19K 0.02%
+32,400
487
$5.18K 0.02%
+17,919
488
$5.16K 0.02%
+20,644
489
$5.16K 0.02%
+10,481
490
$5.15K 0.02%
+10,790
491
$5.12K 0.02%
+20,789
492
$5.09K 0.02%
+15,219
493
$5.03K 0.02%
+20,100
494
$4.98K 0.02%
+7,035
495
$4.96K 0.02%
+21,166
496
$4.96K 0.02%
+15,225
497
$4.93K 0.02%
+35,339
498
$4.8K 0.02%
+21,765
499
$4.78K 0.02%
+16,694
500
$4.78K 0.02%
+4,642
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