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
$287M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$301K
3 +$261K
4
ORCL icon
Oracle
ORCL
+$214K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$23.2K

Top Sells

1 +$12M
2 +$630K
3 +$450K
4
WFC icon
Wells Fargo
WFC
+$15.3K
5
GE icon
GE Aerospace
GE
+$64

Sector Composition

1 Consumer Staples 63.82%
2 Healthcare 10.92%
3 Financials 8.98%
4 Energy 3.14%
5 Technology 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$566K 0.2%
13,326
27
$560K 0.2%
10,682
28
$520K 0.18%
5,129
29
$322K 0.11%
1,905
30
$264K 0.09%
8,110
31
$262K 0.09%
7,107
32
$228K 0.08%
6,400
33
$214K 0.07%
+2,455