BT

Brandywine Trust Portfolio holdings

AUM $657M
1-Year Est. Return 2.45%
This Quarter Est. Return
1 Year Est. Return
+2.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$602M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.77M
3
+$393K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$252K

Top Sells

1
+$4.36M
2
+$368K
3
+$230K
4
WFC icon
Wells Fargo
WFC
+$211K

Sector Composition

1 Consumer Staples 37.19%
2 Healthcare 5.85%
3 Financials 5.02%
4 Energy 1.81%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$271K 0.04%
1,400
27
$238K 0.04%
3,054
28
$237K 0.04%
5,000
29
$229K 0.04%
693
30
$229K 0.04%
7,107
31
$202K 0.03%
1,000
32
– –
-6,400
1
2