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
$414M
AUM Growth
-$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$18.2M
2 +$1.89M
3 +$369K

Top Sells

1 +$31.8M
2 +$553K
3 +$250K
4
WY icon
Weyerhaeuser
WY
+$214K

Sector Composition

1 Consumer Staples 42.7%
2 Healthcare 7.64%
3 Financials 5.84%
4 Energy 2.97%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$208K 0.05%
3,054
27
-6,400
28
-635
29
-33,358