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
$319M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$1.55M
3
+$624K

Top Sells

1
+$136K
2
+$7.27K

Sector Composition

1 Consumer Staples 69.9%
2 Healthcare 10.12%
3 Financials 7.09%
4 Energy 2.92%
5 Technology 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$537K 0.17%
5,129
27
$516K 0.16%
13,326
28
$335K 0.11%
8,110
29
$321K 0.1%
1,905
30
$284K 0.09%
7,107
31
$228K 0.07%
6,400
32
– –
-13,650
1
2