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
$118M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$74K

Top Sells

1
+$258K
2
+$124K
3
+$99.1K

Sector Composition

1 Financials 24.56%
2 Healthcare 21.25%
3 Consumer Staples 16.8%
4 Communication Services 16.68%
5 Energy 13.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$553K 0.47%
7,107
27
$530K 0.45%
2,400
28
$495K 0.42%
69,756
29
$490K 0.42%
10,682
-2,708
30
$393K 0.33%
13,326
31
$312K 0.26%
8,000
32
$250K 0.21%
52,268
33
$226K 0.19%
6,400
34
$220K 0.19%
8,110
35
$213K 0.18%
+2,849
36
$74K 0.06%
+12,515
1
2