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
$11.5B
AUM Growth
-$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$69.1M
3
+$52.7M
4
LAD icon
Lithia Motors
LAD
+$39.1M
5
SCHW icon
Charles Schwab
SCHW
+$33.3M

Top Sells

1
+$329M
2
+$67.6M
3
+$55.9M
4
ORLY icon
O'Reilly Automotive
ORLY
+$46.8M
5
GS icon
Goldman Sachs
GS
+$39.2M

Sector Composition

1 Financials 24.31%
2 Healthcare 17.96%
3 Consumer Discretionary 9.73%
4 Industrials 9.31%
5 Technology 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.7M 0.02%
36,328
-1,844
477
$2.64M 0.02%
83,248
-4,336
478
$2.61M 0.02%
178,862
+86,426
479
$2.6M 0.02%
87,597
-9,467
480
$2.59M 0.02%
433,598
-2,895
481
$2.59M 0.02%
1,192,430
-177,970
482
$2.57M 0.02%
174,332
+117,291
483
$2.57M 0.02%
78,254
+7,022
484
$2.57M 0.02%
+108,357
485
$2.56M 0.02%
150,011
+101,239
486
$2.5M 0.02%
70,186
-2,749
487
$2.49M 0.02%
215,861
-11,849
488
$2.47M 0.02%
94,259
+65,757
489
$2.46M 0.02%
71,082
+23,650
490
$2.45M 0.02%
+11,361
491
$2.39M 0.02%
130,548
+21,189
492
$2.38M 0.02%
122,633
-6,145
493
$2.36M 0.02%
24,593
-382
494
$2.36M 0.02%
60,348
-3,195
495
$2.35M 0.02%
56,622
-3,046
496
$2.35M 0.02%
59,922
-3,459
497
$2.34M 0.02%
26,064
+9,308
498
$2.33M 0.02%
353,833
-51,905
499
$2.32M 0.02%
39,364
-1,876
500
$2.32M 0.02%
119,912
+36,078
18 19
20
21 22