BT

Brandywine Trust Portfolio holdings

AUM $570M
1-Year Est. Return 8.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.81%
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
+$34.1M
2
+$12.4M
3
+$2.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.81M
5
CI icon
Cigna
CI
+$203K

Top Sells

1
+$2.58M
2
+$137K
3
+$105K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$102K
5
XOM icon
Exxon Mobil
XOM
+$84.1K

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
1
2