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
$287M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$3.13M
3
+$1.23M
4
WY icon
Weyerhaeuser
WY
+$193K
5
WFC icon
Wells Fargo
WFC
+$85.2K

Top Sells

1
+$992K
2
+$600K
3
+$486K
4
SU icon
Suncor Energy
SU
+$1.12K

Sector Composition

1 Consumer Staples 70.38%
2 Healthcare 10.69%
3 Financials 6.64%
4 Energy 2.47%
5 Communication Services 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$433K 0.15%
5,129
27
$404K 0.14%
13,326
28
$283K 0.1%
1,905
29
$257K 0.09%
8,110
30
$246K 0.09%
7,107
31
$215K 0.08%
+6,400
32
$136K 0.05%
13,650
1
2