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
651
$2.83K 0.01%
+1,757
652
$2.8K 0.01%
+1,887
653
$2.8K 0.01%
+5,245
654
$2.8K 0.01%
+10,924
655
$2.79K 0.01%
+8,265
656
$2.78K 0.01%
+4,725
657
$2.78K 0.01%
+46,695
658
$2.77K 0.01%
+3,823
659
$2.77K 0.01%
+2,687
660
$2.74K 0.01%
+10,424
661
$2.74K 0.01%
+3,271
662
$2.74K 0.01%
+6,443
663
$2.73K 0.01%
+3,849
664
$2.71K 0.01%
+3,468
665
$2.7K 0.01%
+5,796
666
$2.69K 0.01%
+11,596
667
$2.69K 0.01%
+4,251
668
$2.68K 0.01%
+15,499
669
$2.68K 0.01%
+7,136
670
$2.67K 0.01%
+5,160
671
$2.66K 0.01%
+12,808
672
$2.64K 0.01%
+4,832
673
$2.63K 0.01%
+4,301
674
$2.59K 0.01%
+3,305
675
$2.56K 0.01%
+10,000
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