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
$454M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$49.8M
2 +$45.3M
3 +$16.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.49M
5
PATH icon
UiPath
PATH
+$553K

Top Sells

1 +$1.05M

Sector Composition

1 Consumer Staples 51.03%
2 Healthcare 6.86%
3 Financials 5.4%
4 Energy 2.47%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$252K 0.06%
7,107
27
$250K 0.06%
+635
28
$248K 0.05%
3,054
29
$214K 0.05%
+6,400