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
$671M
AUM Growth
+$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$1.87M
3
+$1.17M
4
WY icon
Weyerhaeuser
WY
+$217K
5
FRSH icon
Freshworks
FRSH
+$142K

Top Sells

1
+$1.04M
2
+$840K
3
+$10.4K

Sector Composition

1 Consumer Staples 36.44%
2 Healthcare 5.79%
3 Financials 4.72%
4 Energy 1.51%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$287K 0.04%
3,054
27
$261K 0.04%
1,400
28
$250K 0.04%
7,107
29
$240K 0.04%
693
30
$217K 0.03%
+6,400
31
$211K 0.03%
1,000
32
$207K 0.03%
5,000
33
$142K 0.02%
+12,361
1
2