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
676
$2.56K 0.01%
+10,235
677
$2.56K 0.01%
+2,637
678
$2.55K 0.01%
+3,015
679
$2.53K 0.01%
+18,142
680
$2.51K 0.01%
+5,111
681
$2.5K 0.01%
+12,475
682
$2.5K 0.01%
+4,793
683
$2.49K 0.01%
+4,065
684
$2.48K 0.01%
+6,400
685
$2.41K 0.01%
+7,088
686
$2.4K 0.01%
+4,947
687
$2.4K 0.01%
+7,071
688
$2.4K 0.01%
+1,271
689
$2.39K 0.01%
+6,061
690
$2.39K 0.01%
+3,281
691
$2.39K 0.01%
+2,494
692
$2.38K 0.01%
+7,556
693
$2.37K 0.01%
+5,431
694
$2.37K 0.01%
+12,100
695
$2.34K 0.01%
+11,499
696
$2.34K 0.01%
+12,336
697
$2.34K 0.01%
+12,244
698
$2.32K 0.01%
+8,157
699
$2.31K 0.01%
+4,727
700
$2.3K 0.01%
+10,437
26 27
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