BGIM

Brandywine Global Investment Management Portfolio holdings

AUM $14.6B
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
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
+$116M
2
+$91.2M
3
+$59.9M
4
GM icon
General Motors
GM
+$57.8M
5
T icon
AT&T
T
+$53.3M

Top Sells

1
+$101M
2
+$88.4M
3
+$53.1M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$52.9M
5
UNH icon
UnitedHealth
UNH
+$50.9M

Sector Composition

1 Financials 27.74%
2 Technology 13.03%
3 Industrials 12.56%
4 Energy 12%
5 Healthcare 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$7K ﹤0.01%
152
+30
927
$7K ﹤0.01%
100
+19
928
$7K ﹤0.01%
270
+4
929
$7K ﹤0.01%
315
930
$7K ﹤0.01%
750
931
$7K ﹤0.01%
+283
932
$7K ﹤0.01%
81
+2
933
$7K ﹤0.01%
90
-148
934
$6K ﹤0.01%
70
+10
935
$6K ﹤0.01%
218
936
$6K ﹤0.01%
60
+10
937
$5K ﹤0.01%
140
-517
938
$5K ﹤0.01%
145
-310
939
$5K ﹤0.01%
30
940
$5K ﹤0.01%
43
+1
941
$5K ﹤0.01%
441
942
$5K ﹤0.01%
+240
943
$5K ﹤0.01%
500
944
$5K ﹤0.01%
59
+43
945
$5K ﹤0.01%
125
946
$5K ﹤0.01%
55
947
$5K ﹤0.01%
164
+20
948
$5K ﹤0.01%
151
-46
949
$4K ﹤0.01%
+20
950
$4K ﹤0.01%
30
+10
36 37
38
39 40