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
$497M
AUM Growth
+$82.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$36.5M
2 +$13.2M
3 +$3.69M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.93M
5
WY icon
Weyerhaeuser
WY
+$223K

Top Sells

1 +$2.71M
2 +$179K
3 +$120K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$104K
5
K icon
Kellanova
K
+$83.1K

Sector Composition

1 Consumer Staples 36.88%
2 Healthcare 6.87%
3 Financials 5.3%
4 Energy 2.1%
5 Technology 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$263K 0.05%
7,107
27
$236K 0.05%
3,054
28
$223K 0.04%
+6,400
29
$213K 0.04%
+1,400
30
$208K 0.04%
+693