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

Top Buys

1
+$9.87M
2
+$1.8M
3
+$1.07M
4
WFC icon
Wells Fargo
WFC
+$412K

Top Sells

1
+$1.83M
2
+$262K

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
1
2