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
551
$3.91K 0.01%
+8,971
552
$3.9K 0.01%
+9,202
553
$3.9K 0.01%
+28,665
554
$3.9K 0.01%
+23,843
555
$3.89K 0.01%
+19,008
556
$3.87K 0.01%
+9,039
557
$3.86K 0.01%
+6,656
558
$3.86K 0.01%
+5,821
559
$3.85K 0.01%
+14,760
560
$3.83K 0.01%
+30,864
561
$3.81K 0.01%
+8,073
562
$3.79K 0.01%
+3,832
563
$3.77K 0.01%
+7,087
564
$3.77K 0.01%
+9,900
565
$3.76K 0.01%
+6,053
566
$3.75K 0.01%
+8,694
567
$3.75K 0.01%
+7,656
568
$3.7K 0.01%
+16,387
569
$3.7K 0.01%
+10,474
570
$3.69K 0.01%
+7,832
571
$3.69K 0.01%
+5,041
572
$3.67K 0.01%
+29,039
573
$3.64K 0.01%
+6,675
574
$3.62K 0.01%
+1,648
575
$3.61K 0.01%
+15,629
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