BM
Brandywine Managers Portfolio holdings
AUM
$101M
This Quarter Return
-1.62%
1 Year Return
+24.43%
3 Year Return
+74.73%
5 Year Return
+125.12%
10 Year Return
+356.43%
AUM
$59.3M
AUM Growth
-$92.2M
(-61%)
Cap. Flow
-$90.4M
Cap. Flow
% of AUM
-152.54%
Top 10 Holdings %
Top 10 Hldgs %
76.36%
Holding
49
New
1
Increased
2
Reduced
1
Closed
11
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$1.59M |
| 2 |
UiPath
PATH
|
$713K |
| 3 |
Structure Therapeutics
GPCR
|
$555K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$23.9M |
| 2 |
Philip Morris
PM
|
$20.2M |
| 3 |
Automatic Data Processing
ADP
|
$11.7M |
| 4 |
Starbucks
SBUX
|
$10.7M |
| 5 |
Keurig Dr Pepper
KDP
|
$9.15M |
Sector Composition
| 1 | Technology | 46.81% |
| 2 | Healthcare | 13.72% |
| 3 | Consumer Staples | 1.66% |
| 4 | Financials | 1.19% |
| 5 | Consumer Discretionary | 0.92% |
