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
$298M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$952K
2
+$76.9K
3
+$3.48K

Top Sells

1
+$3.51M
2
+$2.25M
3
+$1.43M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$901K
5
VMC icon
Vulcan Materials
VMC
+$322K

Sector Composition

1 Consumer Staples 63.97%
2 Healthcare 12.81%
3 Financials 9.17%
4 Energy 3.15%
5 Communication Services 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$273K 0.09%
8,110
27
$264K 0.09%
6,400
28
$255K 0.09%
7,107
29
$233K 0.08%
1,400
-8,600
30
– –
-1,905
31
– –
-9,138
32
– –
-2,455
33
– –
-66,716
1
2