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
$149M
AUM Growth
+$7.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.64M
3
+$1.36M
4
AMZN icon
Amazon
AMZN
+$868K
5
VMC icon
Vulcan Materials
VMC
+$288K

Top Sells

1
+$221K
2
+$201K
3
+$176K

Sector Composition

1 Consumer Staples 27.47%
2 Financials 17.87%
3 Healthcare 16.83%
4 Communication Services 13.9%
5 Technology 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$817K 0.55%
14,907
27
$806K 0.54%
3,876
28
$731K 0.49%
69,756
29
$670K 0.45%
22,672
30
$667K 0.45%
75,287
31
$658K 0.44%
2,400
32
$655K 0.44%
14,708
33
$608K 0.41%
5,129
34
$582K 0.39%
10,682
35
$536K 0.36%
14,137
36
$466K 0.31%
8,000
37
$422K 0.28%
6,816
38
$389K 0.26%
13,326
39
$288K 0.19%
+1,905
40
$209K 0.14%
12,515
41
– –
-7,107
42
– –
-8,110
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