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
626
$3.12K 0.01%
+26,520
627
$3.12K 0.01%
+4,260
628
$3.12K 0.01%
+11,570
629
$3.11K 0.01%
+6,434
630
$3.09K 0.01%
+4,977
631
$3.06K 0.01%
+8,392
632
$3.05K 0.01%
+5,785
633
$3.04K 0.01%
+26,572
634
$3.04K 0.01%
+9,621
635
$3.03K 0.01%
+5,892
636
$3.02K 0.01%
+11,058
637
$2.96K 0.01%
+14,420
638
$2.94K 0.01%
+12,013
639
$2.92K 0.01%
+1,840
640
$2.91K 0.01%
+22,310
641
$2.91K 0.01%
+29,789
642
$2.9K 0.01%
+5,767
643
$2.9K 0.01%
+15,824
644
$2.88K 0.01%
+13,689
645
$2.88K 0.01%
+4,391
646
$2.87K 0.01%
+7,064
647
$2.87K 0.01%
+980
648
$2.86K 0.01%
+3,333
649
$2.85K 0.01%
+6,254
650
$2.83K 0.01%
+3,011
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