BM
Brandywine Managers Portfolio holdings
AUM
$101M
This Quarter Return
+6.66%
1 Year Return
+24.43%
3 Year Return
+74.73%
5 Year Return
+125.12%
10 Year Return
+356.43%
AUM
$3.21M
AUM Growth
+$3.21M
(+13%)
Cap. Flow
+$206K
Cap. Flow
% of AUM
6.41%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AbbVie
ABBV
|
$206K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 83.07% |
| 2 | Energy | 10.52% |
| 3 | Healthcare | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.09T
| $2.67M | 83.07% | 15 | – | – |
|
2
Exxon Mobil
XOM
$487B
| $338K | 10.52% | 3,337 | – | – |
|
|
3
AbbVie
ABBV
$372B
| $206K | 6.41% | +3,900 | New | +$206K |
|