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
$305M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M

Top Sells

1 +$1.62M
2 +$1.54M
3 +$508K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$83.6K

Sector Composition

1 Consumer Staples 63.99%
2 Healthcare 11.77%
3 Financials 9.6%
4 Energy 4.14%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$280K 0.09%
7,107
27
$257K 0.08%
8,110
28
$243K 0.08%
6,400
29
$228K 0.07%
1,400