BGIM

Brandywine Global Investment Management Portfolio holdings

AUM $14.2B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$101M
3
+$99.5M
4
ELV icon
Elevance Health
ELV
+$49.3M
5
LOW icon
Lowe's Companies
LOW
+$44.3M

Top Sells

1
+$201M
2
+$164M
3
+$158M
4
LLY icon
Eli Lilly
LLY
+$132M
5
IBM icon
IBM
IBM
+$93.1M

Sector Composition

1 Financials 29.34%
2 Healthcare 13.22%
3 Consumer Discretionary 12.92%
4 Technology 10.4%
5 Industrials 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.35M 0.03%
160,871
-1,638
427
$4.35M 0.03%
+407,126
428
$4.34M 0.03%
158,495
-7,870
429
$4.33M 0.03%
103,869
-9,261
430
$4.29M 0.03%
+49,105
431
$4.29M 0.03%
128,964
+103,988
432
$4.28M 0.03%
85,927
+65,355
433
$4.28M 0.03%
259,107
-2,800
434
$4.26M 0.03%
+335,831
435
$4.24M 0.03%
31,729
-2,989
436
$4.21M 0.03%
68,224
-3,386
437
$4.16M 0.03%
+16,970
438
$4.14M 0.03%
44,657
-2,045
439
$4.1M 0.03%
41,449
-1,851
440
$4.08M 0.03%
+6,516
441
$4.04M 0.03%
175,113
+1,120
442
$3.96M 0.03%
241,424
+48,732
443
$3.95M 0.03%
1,047,210
-5,980
444
$3.93M 0.03%
73,640
-3,695
445
$3.88M 0.03%
92,236
+56,935
446
$3.85M 0.03%
15,763
+91
447
$3.83M 0.03%
34,927
-1,741
448
$3.78M 0.03%
72,048
+43,651
449
$3.75M 0.03%
130,382
-1,022
450
$3.75M 0.03%
140,831
-1,500
16 17
18
19 20