Bryn Mawr Trust CO Portfolio Holdings
Bryn Mawr Trust CO
- $5.48 Billion
- Q3 2024
Bryn Mawr Trust CO has filed its 13F form on November 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.48 Billion distributed in 2709 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Comcast Corp with a value of $346M, Intuitive Surgical Inc with a value of $273M, Apple Inc. with a value of $254M, Vanguard Ftse Developed Market with a value of $219M, and Microsoft Corp with a value of $183M.
Examining the 13F form we can see an increase of $2.94B in the current position value, from $2.54B to 5.48B.
Bryn Mawr Trust CO is based out at Bryn Mawr, PA
Below you can find more details about Bryn Mawr Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$5.48 Billion
ETFs: $1.71 Billion
Technology: $864 Million
Healthcare: $775 Million
Communication Services: $520 Million
Financial Services: $466 Million
Industrials: $325 Million
Consumer Defensive: $304 Million
Consumer Cyclical: $244 Million
Other: $266 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 2,709
- Current Value $5.48 Billion
- Prior Value $2.54 Billion
- Filing
- Period Q3 2024
- Filing Date November 25, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 1,731 stocks
- Additional Purchases 275 stocks
- Sold out of 0 stocks
- Reduced holdings in 54 stocks