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
926
$7K ﹤0.01%
270
+4
927
$7K ﹤0.01%
315
928
$7K ﹤0.01%
750
929
$7K ﹤0.01%
+283
930
$7K ﹤0.01%
+80
931
$7K ﹤0.01%
81
+2
932
$7K ﹤0.01%
90
-148
933
$6K ﹤0.01%
70
+10
934
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218
935
$6K ﹤0.01%
60
+10
936
$5K ﹤0.01%
55
937
$5K ﹤0.01%
164
+20
938
$5K ﹤0.01%
151
-46
939
$5K ﹤0.01%
140
-517
940
$5K ﹤0.01%
145
-310
941
$5K ﹤0.01%
30
942
$5K ﹤0.01%
43
+1
943
$5K ﹤0.01%
441
944
$5K ﹤0.01%
+240
945
$5K ﹤0.01%
500
946
$5K ﹤0.01%
59
+43
947
$5K ﹤0.01%
125
948
$4K ﹤0.01%
+20
949
$4K ﹤0.01%
30
+10
950
$4K ﹤0.01%
8
36 37
38
39 40