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
151
$32.9K 0.11%
+45,261
152
$32.2K 0.11%
+30,577
153
$31.8K 0.1%
+291
154
$31.1K 0.1%
+52,091
155
$30.9K 0.1%
+144,292
156
$30.5K 0.1%
+237,151
157
$29.6K 0.1%
+95,184
158
$28.8K 0.09%
+54,424
159
$28.7K 0.09%
+54,430
160
$28K 0.09%
+32,806
161
$28K 0.09%
+67,542
162
$27.3K 0.09%
+23,713
163
$26.7K 0.09%
+89,106
164
$26.5K 0.09%
+33,061
165
$26.4K 0.09%
+25,800
166
$26.4K 0.09%
+146,420
167
$26.3K 0.09%
+6,862
168
$26.2K 0.09%
+58,598
169
$26.2K 0.09%
+33,782
170
$25.4K 0.08%
+36,852
171
$25.2K 0.08%
+36,742
172
$24.4K 0.08%
+32,290
173
$24.3K 0.08%
+101,310
174
$24.3K 0.08%
+38,432
175
$24.3K 0.08%
+170,457