BM
Brandywine Managers Portfolio holdings
AUM
$101M
This Quarter Return
+5.79%
1 Year Return
+24.43%
3 Year Return
+74.73%
5 Year Return
+125.12%
10 Year Return
+356.43%
AUM
$4.88M
AUM Growth
+$4.88M
(+10%)
Cap. Flow
+$220K
Cap. Flow
% of AUM
4.51%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AbbVie
ABBV
|
$220K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 48.41% |
| 2 | Financials | 41.65% |
| 3 | Energy | 5.43% |
| 4 | Healthcare | 4.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Campbell Soup
CPB
$9.52B
| $2.36M | 48.41% | 53,725 | – | – |
|
2
Berkshire Hathaway Class A
BRK.A
$1.09T
| $2.03M | 41.65% | 9 | – | – |
|
3
Exxon Mobil
XOM
$487B
| $265K | 5.43% | 2,867 | – | – |
|
|
4
AbbVie
ABBV
$372B
| $220K | 4.51% | +3,360 | New | +$220K |
|