Bryn Mawr Trust CO Portfolio Holdings
Bryn Mawr Trust CO
- $5.44 Billion
- Q4 2024
Bryn Mawr Trust CO has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $5.44 Billion distributed in 2751 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Comcast Corp with a value of $311M, Intuitive Surgical Inc with a value of $295M, Apple Inc. with a value of $274M, Vanguard Ftse Developed Market with a value of $203M, and Microsoft Corp with a value of $190M.
Examining the 13F form we can see an decrease of $32.9M in the current position value, from $5.48B to 5.44B.
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
$5.44 Billion
ETFs: $1.7 Billion
Technology: $901 Million
Healthcare: $748 Million
Communication Services: $503 Million
Financial Services: $491 Million
Industrials: $319 Million
Consumer Defensive: $286 Million
Consumer Cyclical: $250 Million
Other: $246 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 2,751
- Current Value $5.44 Billion
- Prior Value $5.48 Billion
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 121 stocks
- Additional Purchases 531 stocks
- Sold out of 0 stocks
- Reduced holdings in 599 stocks