BGIM

Brandywine Global Investment Management Portfolio holdings

AUM $14.9B
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$851M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,065
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$86M
3
+$56.3M
4
GM icon
General Motors
GM
+$53.4M
5
T icon
AT&T
T
+$52.8M

Top Sells

1
+$84.4M
2
+$81M
3
+$53.1M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$52.9M
5
UNH icon
UnitedHealth
UNH
+$48.6M

Sector Composition

1 Financials 27.74%
2 Technology 12.96%
3 Industrials 12.63%
4 Energy 12%
5 Healthcare 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$48K ﹤0.01%
584
852
$44K ﹤0.01%
1,400
+800
853
$44K ﹤0.01%
870
+50
854
$43K ﹤0.01%
+14,200
855
$43K ﹤0.01%
1,452
-104,732
856
$41K ﹤0.01%
2,375
857
$41K ﹤0.01%
669
+335
858
$40K ﹤0.01%
3,400
859
$39K ﹤0.01%
705
+30
860
$36K ﹤0.01%
+6,510
861
$36K ﹤0.01%
420
+60
862
$33K ﹤0.01%
751
+17
863
$31K ﹤0.01%
711
+433
864
$31K ﹤0.01%
+6,700
865
$27K ﹤0.01%
+502
866
$27K ﹤0.01%
800
+200
867
$26K ﹤0.01%
968
+56
868
$26K ﹤0.01%
520
+60
869
$26K ﹤0.01%
+3,800
870
$26K ﹤0.01%
1,810
+210
871
$24K ﹤0.01%
1,600
872
$24K ﹤0.01%
608
+356
873
$24K ﹤0.01%
1,800
874
$24K ﹤0.01%
+530
875
$24K ﹤0.01%
791
+467
33 34
35
36 37