Bryn Mawr Trust CO Portfolio Holdings
Bryn Mawr Trust CO
- $5.25 Billion
- Q1 2025
Bryn Mawr Trust CO has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.25 Billion distributed in 2721 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Comcast Corp with a value of $305M, Intuitive Surgical Inc with a value of $280M, Apple Inc. with a value of $234M, Vanguard Ftse Developed Market with a value of $211M, and Microsoft Corp with a value of $167M.
Examining the 13F form we can see an decrease of $191M in the current position value, from $5.44B to 5.25B.
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
$5.25 Billion
ETFs: $1.7 Billion
Technology: $761 Million
Healthcare: $749 Million
Financial Services: $500 Million
Communication Services: $476 Million
Industrials: $296 Million
Consumer Defensive: $285 Million
Consumer Cyclical: $226 Million
Other: $259 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,721
- Current Value $5.25 Billion
- Prior Value $5.44 Billion
- Filing
- Period Q1 2025
- Filing Date May 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 75 stocks
- Additional Purchases 443 stocks
- Sold out of 0 stocks
- Reduced holdings in 711 stocks