BRYN MAWR TRUST Co 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BM BRYN MAWR TRUST Co | Institutional Filer | ▼ 1.55% | $4.20B | 1423 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1423)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | — | 4.1M | $262.9M | 6.27% |
| 2 | CMCSA | Comcast Corporation | Communication Services | 8.0M | $228.5M | 5.45% |
| 3 | AAPL | Apple Inc. | Technology | 759K | $192.7M | 4.59% |
| 4 | MSFT | Microsoft Corporation | Technology | 273K | $101.1M | 2.41% |
| 5 | IVV | ISHARES TR | — | 155K | $101.0M | 2.41% |
| 6 | IWY | ISHARES TR | — | 373K | $92.7M | 2.21% |
| 7 | JNJ | Johnson & Johnson | Healthcare | 352K | $86.1M | 2.05% |
| 8 | VTI | VANGUARD INDEX FDS | — | 232K | $74.4M | 1.77% |
| 9 | GOOG | Alphabet Inc. | Technology | 257K | $73.7M | 1.76% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 248K | $73.0M | 1.74% |
| 11 | SCZ | ISHARES TR | — | 861K | $67.5M | 1.61% |
| 12 | IWF | ISHARES TR | — | 138K | $58.8M | 1.40% |
| 13 | QUAL | ISHARES TR | — | 304K | $58.3M | 1.39% |
| 14 | EFA | ISHARES TR | — | 594K | $57.6M | 1.37% |
| 15 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 76 | $54.6M | 1.30% |
Showing 1 to 15 of 1000 holdings