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
$14.2B
AUM Growth
+$573M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
909
New
Increased
Reduced
Closed

Top Buys

1
+$66.8M
2
+$62.3M
3
+$43.4M
4
KHC icon
Kraft Heinz
KHC
+$34.2M
5
MRK icon
Merck
MRK
+$32.5M

Top Sells

1
+$362M
2
+$108M
3
+$62.4M
4
PFE icon
Pfizer
PFE
+$43.9M
5
TFC icon
Truist Financial
TFC
+$36.3M

Sector Composition

1 Financials 27.7%
2 Healthcare 13.34%
3 Energy 11.03%
4 Industrials 10.84%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$12K ﹤0.01%
171
-189
752
$11K ﹤0.01%
967
753
$11K ﹤0.01%
184
+5
754
$11K ﹤0.01%
+250
755
$10K ﹤0.01%
206
756
$10K ﹤0.01%
135
+5
757
$9K ﹤0.01%
+55
758
$9K ﹤0.01%
284
759
$9K ﹤0.01%
116
-230,081
760
$9K ﹤0.01%
2
+1
761
$8K ﹤0.01%
+993
762
$8K ﹤0.01%
42
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763
$8K ﹤0.01%
80
+3
764
$8K ﹤0.01%
143
-72,810
765
$7K ﹤0.01%
80
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766
$7K ﹤0.01%
150
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767
$7K ﹤0.01%
102
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$7K ﹤0.01%
106
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769
$6K ﹤0.01%
102
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770
$6K ﹤0.01%
25
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771
$6K ﹤0.01%
404
772
$6K ﹤0.01%
70
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773
$6K ﹤0.01%
154
774
$6K ﹤0.01%
36
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775
$6K ﹤0.01%
94
-330,426
29 30
31
32 33