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
$371M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$51.4M
2 +$2.43M
3 +$251K

Top Sells

1 +$2.33M
2 +$246K
3 +$230K
4
ABT icon
Abbott
ABT
+$122K

Sector Composition

1 Consumer Staples 59.96%
2 Healthcare 9.05%
3 Financials 5.84%
4 Energy 3.39%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-693