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
$117M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$447K
2
+$425K

Top Sells

1
+$213K

Sector Composition

1 Healthcare 23.37%
2 Financials 23.26%
3 Communication Services 17.68%
4 Consumer Staples 13.33%
5 Energy 12.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$627K 0.54%
5,129
27
$586K 0.5%
69,756
28
$493K 0.42%
10,682
29
$447K 0.38%
+11,827
30
$437K 0.37%
2,400
31
$393K 0.34%
13,326
32
$392K 0.33%
7,107
33
$335K 0.29%
8,000
34
$271K 0.23%
2,849
35
$217K 0.19%
8,110
36
$207K 0.18%
6,400
37
$156K 0.13%
12,515
1
2