BT
Brandywine Trust Portfolio holdings
AUM
$655M
This Quarter Return
+10.68%
1 Year Return
+3.38%
3 Year Return
+22.96%
5 Year Return
+41.09%
10 Year Return
+101.54%
AUM
$292M
AUM Growth
+$292M
(+97%)
Cap. Flow
+$130M
Cap. Flow
% of AUM
44.71%
Top 10 Holdings %
Top 10 Hldgs %
94.34%
Holding
48
New
5
Increased
3
Reduced
3
Closed
16
Top Buys
| 1 |
Campbell Soup
CPB
|
$156M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.77M |
| 3 |
CrowdStrike
CRWD
|
$3.31M |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.23M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.23M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$5.27M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$5.11M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$4.79M |
| 4 |
Tenable Holdings
TENB
|
$4.11M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
$3.8M |
Sector Composition
| 1 | Consumer Staples | 71.81% |
| 2 | Healthcare | 10.28% |
| 3 | Financials | 5.92% |
| 4 | Technology | 4.42% |
| 5 | Energy | 2.6% |
