Brandywine Trust as of March 31, 2019
Portfolio Holdings for Brandywine Trust
Brandywine Trust holds 37 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 12.7 | $14M | 298k | 48.32 | |
| Abbvie (ABBV) | 11.4 | $13M | 161k | 80.59 | |
| Abbott Laboratories (ABT) | 11.1 | $13M | 157k | 79.94 | |
| Exxon Mobil Corporation (XOM) | 10.5 | $12M | 148k | 80.80 | |
| Berkshire Hathaway (BRK.A) | 8.5 | $9.6M | 32.00 | 301218.75 | |
| Campbell Soup Company (CPB) | 6.3 | $7.2M | 189k | 38.13 | |
| Facebook Inc cl a (META) | 4.6 | $5.3M | 32k | 166.68 | |
| Alphabet Inc Class C cs (GOOG) | 4.5 | $5.2M | 4.4k | 1173.42 | |
| Alphabet Inc Class A cs (GOOGL) | 4.3 | $4.9M | 4.1k | 1176.81 | |
| Philip Morris International (PM) | 2.4 | $2.7M | 31k | 88.40 | |
| Arista Networks (ANET) | 2.3 | $2.6M | 8.4k | 314.48 | |
| Booking Holdings (BKNG) | 2.3 | $2.6M | 1.5k | 1744.97 | |
| Etsy (ETSY) | 2.0 | $2.3M | 34k | 67.21 | |
| Altria (MO) | 1.6 | $1.8M | 31k | 57.44 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 1.4 | $1.6M | 45k | 34.73 | |
| Comcast Corporation (CMCSA) | 1.3 | $1.5M | 37k | 39.98 | |
| Kellogg Company (K) | 1.1 | $1.3M | 23k | 57.39 | |
| Suncor Energy (SU) | 1.0 | $1.2M | 36k | 32.42 | |
| Mondelez Int (MDLZ) | 0.9 | $1.1M | 21k | 49.90 | |
| Dropbox Inc-class A (DBX) | 0.9 | $989k | 45k | 21.81 | |
| Metropcs Communications (TMUS) | 0.8 | $949k | 14k | 69.10 | |
| Universal Corporation (UVV) | 0.8 | $859k | 15k | 57.62 | |
| Cloudera | 0.7 | $824k | 75k | 10.94 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $779k | 3.9k | 200.98 | |
| Zillow Group Inc Cl A (ZG) | 0.7 | $775k | 23k | 34.18 | |
| Tenable Hldgs (TENB) | 0.7 | $774k | 25k | 31.66 | |
| General Electric Company | 0.6 | $732k | 73k | 9.99 | |
| Chevron Corporation (CVX) | 0.6 | $632k | 5.1k | 123.22 | |
| Brightcove (BCOV) | 0.5 | $587k | 70k | 8.42 | |
| Forescout Technologies | 0.5 | $592k | 14k | 41.88 | |
| Coca-Cola Company (KO) | 0.4 | $501k | 11k | 46.90 | |
| Martin Marietta Materials (MLM) | 0.4 | $483k | 2.4k | 201.25 | |
| Nextera Energy (NEE) | 0.3 | $387k | 2.0k | 193.50 | |
| Bank of America Corporation (BAC) | 0.3 | $368k | 13k | 27.62 | |
| Docusign (DOCU) | 0.3 | $353k | 6.8k | 51.79 | |
| Kraft Heinz (KHC) | 0.2 | $232k | 7.1k | 32.64 | |
| Sunrun (RUN) | 0.1 | $176k | 13k | 14.06 |
