BM
Brandywine Managers Portfolio holdings
AUM
$101M
This Quarter Return
+4.03%
1 Year Return
+24.43%
3 Year Return
+74.73%
5 Year Return
+125.12%
10 Year Return
+356.43%
AUM
$7.09M
AUM Growth
–
Cap. Flow
+$7.09M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.54M |
| 2 |
AbbVie
ABBV
|
$1.75M |
| 3 |
Abbott
ABT
|
$1.48M |
| 4 |
Exxon Mobil
XOM
|
$324K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 49.95% |
| 2 | Healthcare | 45.48% |
| 3 | Energy | 4.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class A
BRK.A
$1.09T
| $3.54M | 49.95% | +21 | New | +$3.54M |
|
|
2
AbbVie
ABBV
$372B
| $1.75M | 24.67% | +42,300 | New | +$1.75M |
|
|
3
Abbott
ABT
$231B
| $1.48M | 20.81% | +42,300 | New | +$1.48M |
|
|
4
Exxon Mobil
XOM
$487B
| $324K | 4.57% | +3,587 | New | +$324K |
|