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Brandywine Managers Portfolio holdings
AUM
$170M
1-Year Est. Return
10.01%
This Fund
S&P 500
This Quarter
Est. Return
+4.03%
1 Year Est. Return
+10.01%
3 Year Est. Return
+53.1%
5 Year Est. Return
+7.42%
10 Year Est. Return
+248.69%
AUM
$7.09M
AUM Growth
–
Cap. Flow
+$7.19M
Cap. Flow
% of AUM
101.42%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$3.47M |
| 2 |
AbbVie
ABBV
|
+$1.85M |
| 3 |
Abbott
ABT
|
+$1.55M |
| 4 |
ExxonMobil
XOM
|
+$323K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 49.95% |
| 2 | Healthcare | 45.48% |
| 3 | Energy | 4.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class A
BRK.A
$1.06T
| $3.54M | 49.95% |
+21
| New | +$3.47M |
|
|
2
AbbVie
ABBV
$450B
| $1.75M | 24.67% |
+42,300
| New | +$1.85M |
|
|
3
Abbott
ABT
$175B
| $1.48M | 20.81% |
+42,300
| New | +$1.55M |
|
|
4
ExxonMobil
XOM
$611B
| $324K | 4.57% |
+3,587
| New | +$323K |
|
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Brandywine Managers's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Brandywine Managers, which disclosed 4 positions worth $7.09M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 21 shares worth $3.54M.
By sector, the portfolio is most concentrated in Financials at 50% of assets, followed by Healthcare and Energy.
- Brandywine Managers's largest Q2 2013 buy was Berkshire Hathaway Class A: 21 shares worth $3.54M.
- Brandywine Managers's ten largest holdings make up 100% of its $7.09M portfolio in Q2 2013.
- Brandywine Managers disclosed 4 positions in Q2 2013, its first 13F filing on record.
Based on Brandywine Managers's 13F filing for Q2 2013, filed 14 Aug 2013.