BT

Brandywine Trust Portfolio holdings

AUM $570M
1-Year Est. Return 8.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$743K
2
+$214K

Top Sells

1
+$815K
2
+$735K
3
+$176K
4
ABT icon
Abbott
ABT
+$112K
5
MLM icon
Martin Marietta Materials
MLM
+$96K

Sector Composition

1 Financials 23.29%
2 Healthcare 21.77%
3 Communication Services 18.94%
4 Consumer Staples 14.11%
5 Energy 12.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$664K 0.58%
+48,704
27
$648K 0.56%
5,129
-500
28
$536K 0.47%
2,400
-450
29
$469K 0.41%
10,682
30
$446K 0.39%
7,107
31
$376K 0.33%
13,326
32
$334K 0.29%
8,000
33
$233K 0.2%
6,400
34
$220K 0.19%
+2,849
35
$210K 0.18%
8,110
36
$165K 0.14%
12,515
1
2