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
526
$1.91M 0.01%
105,352
-5,088
527
$1.88M 0.01%
47,470
-2,315
528
$1.87M 0.01%
+239,900
529
$1.84M 0.01%
56,242
+20,295
530
$1.81M 0.01%
10,943
+83
531
$1.79M 0.01%
+44,774
532
$1.76M 0.01%
22,902
-12
533
$1.75M 0.01%
68,141
-3,680
534
$1.75M 0.01%
+1,158
535
$1.74M 0.01%
122,146
-1,300
536
$1.71M 0.01%
+70,289
537
$1.69M 0.01%
+29,921
538
$1.63M 0.01%
353,887
-3,438
539
$1.63M 0.01%
10,352
-6
540
$1.56M 0.01%
48,680
+9,867
541
$1.53M 0.01%
117,796
-1,400
542
$1.49M 0.01%
14,297
+4,431
543
$1.47M 0.01%
184,134
-1,814
544
$1.44M 0.01%
+100,379
545
$1.42M 0.01%
+24,925
546
$1.39M 0.01%
50,344
-26
547
$1.24M 0.01%
301,482
-2,735
548
$1.23M 0.01%
47,938
-2,375
549
$1.21M 0.01%
16,207
-179,254
550
$1.18M 0.01%
175,813
-9,375
20 21
22
23 24