BGIM
Brandywine Global Investment Management Portfolio holdings
AUM
$14.2B
1-Year Return
17.55%
This Quarter Return
-0.97%
1 Year Return
+17.55%
3 Year Return
+57.47%
5 Year Return
+144.25%
10 Year Return
+230.48%
AUM
$13.2B
AUM Growth
-$265M
(-2%)
Cap. Flow
-$215M
Cap. Flow
% of AUM
-1.62%
Top 10 Holdings %
Top 10 Hldgs %
20.23%
Holding
749
New
68
Increased
123
Reduced
410
Closed
72
Top Buys
| 1 |
AbbVie
ABBV
|
+$103M |
| 2 |
American Express
AXP
|
+$92.9M |
| 3 |
Willis Towers Watson
WTW
|
+$81M |
| 4 |
Johnson & Johnson
JNJ
|
+$79.3M |
| 5 |
Deere & Co
DE
|
+$72.8M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$320M |
| 2 |
Wells Fargo
WFC
|
+$135M |
| 3 |
Emerson Electric
EMR
|
+$41.9M |
| 4 |
Comerica
CMA
|
+$37.1M |
| 5 |
JPMorgan Chase
JPM
|
+$36.4M |
Sector Composition
| 1 | Financials | 28.5% |
| 2 | Healthcare | 14.16% |
| 3 | Consumer Discretionary | 11.62% |
| 4 | Technology | 11.26% |
| 5 | Industrials | 7.54% |
