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
$316M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$9.34M
2 +$1.67M
3 +$1.09M
4
WFC icon
Wells Fargo
WFC
+$418K

Top Sells

1 +$2.13M
2 +$277K

Sector Composition

1 Consumer Staples 67.22%
2 Healthcare 10.23%
3 Financials 8.12%
4 Energy 3.22%
5 Technology 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$578K 0.18%
10,682
27
$549K 0.17%
13,326
28
$537K 0.17%
5,129
29
$332K 0.11%
1,905
30
$306K 0.1%
8,110
31
$290K 0.09%
7,107
32
$220K 0.07%
6,400