BM
Brandywine Managers Portfolio holdings
AUM
$101M
This Quarter Return
-0.12%
1 Year Return
+24.43%
3 Year Return
+74.73%
5 Year Return
+125.12%
10 Year Return
+356.43%
AUM
$4.43M
AUM Growth
+$4.43M
(+71%)
Cap. Flow
+$1.65M
Cap. Flow
% of AUM
37.3%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
1
Increased
–
Reduced
2
Closed
–
Top Buys
| 1 |
Campbell Soup
CPB
|
$2.3M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$621K |
| 2 |
Exxon Mobil
XOM
|
$23.5K |
Sector Composition
| 1 | Consumer Staples | 51.85% |
| 2 | Financials | 42.05% |
| 3 | Energy | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Campbell Soup
CPB
$9.52B
| $2.3M | 51.85% | +53,725 | New | +$2.3M |
|
|
2
Berkshire Hathaway Class A
BRK.A
$1.09T
| $1.86M | 42.05% | 9 -3 | -25% | -$621K |
|
|
3
Exxon Mobil
XOM
$487B
| $270K | 6.1% | 2,867 -250 | -8% | -$23.5K |
|