BT

Brandywine Trust Portfolio holdings

AUM $657M
1-Year Est. Return 2.45%
This Quarter Est. Return
1 Year Est. Return
+2.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.21M
3
+$4.01M
4
BKNG icon
Booking.com
BKNG
+$2.73M
5
Z icon
Zillow
Z
+$1.82M

Top Sells

1
+$7.36M
2
+$223K

Sector Composition

1 Financials 23.93%
2 Healthcare 20.52%
3 Consumer Staples 17.39%
4 Communication Services 16.66%
5 Energy 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$573K 0.51%
+33,925
27
$551K 0.49%
7,107
28
$502K 0.45%
+69,756
29
$495K 0.44%
2,400
30
$338K 0.3%
13,326
31
$293K 0.26%
8,000
32
$242K 0.22%
+52,268
33
$230K 0.21%
8,110
34
$218K 0.2%
6,400
1
2