BT

Brandywine Trust Portfolio holdings

AUM $655M
1-Year Est. Return 3.38%
This Quarter Est. Return
1 Year Est. Return
+3.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
-$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$180K
2 +$111K
3 +$108K
4
MLM icon
Martin Marietta Materials
MLM
+$93.3K
5
ABBV icon
AbbVie
ABBV
+$90.5K

Top Sells

1 +$250K
2 +$250K
3 +$213K
4
WFC icon
Wells Fargo
WFC
+$10.4K

Sector Composition

1 Financials 23.66%
2 Healthcare 22.3%
3 Communication Services 17.44%
4 Consumer Staples 16.13%
5 Energy 12.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$591K 0.52%
2,850
+450
27
$485K 0.43%
69,756
28
$464K 0.41%
10,682
29
$443K 0.39%
7,107
30
$400K 0.35%
13,326
31
$327K 0.29%
8,000
32
$224K 0.2%
6,400
33
$215K 0.19%
8,110
34
$112K 0.1%
12,515
35
-2,849
36
-52,268