Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q1 2021No 13F holdings reported for quarters after Q4 2025. Holdings now reported by Franklin Templeton.
Top Holdings671 positions
JPMORGAN CHASE & CO. | 2.9M | $438.4M | 3.3% | $82.14 | +60.85% | 9 qtrssince 2019-Q1 | Decreased 0 |
BANK AMERICA CORP | 10.6M | $409.5M | 3.1% | $23.58 | +43.85% | 9 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2M | $328.5M | 2.5% | $123.04 | +14.76% | 9 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 807,382 | $300.4M | 2.3% | $299.32 | +12.76% | 4 qtrssince 2020-Q2 | Increased 58 |
ORACLE CORP | 3.5M | $247.7M | 1.9% | $51.07 | +26.94% | 9 qtrssince 2019-Q1 | Increased 57 |
WELLS FARGO CO NEW | 6M | $235.4M | 1.8% | $34.55 | -0.53% | 9 qtrssince 2019-Q1 | Increased 78 |
GENERAL MTRS CO | 3.7M | $210.3M | 1.6% | $33.64 | +63.70% | 9 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP NEW | 3.6M | $197.3M | 1.5% | $30.22 | +39.14% | 9 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 2.6M | $192.6M | 1.5% | $48.09 | +25.71% | 9 qtrssince 2019-Q1 | Decreased 0 |
LOWES COS INC | 927,688 | $176.4M | 1.3% | $150.99 | +13.52% | 2 qtrssince 2020-Q4 | Increased 62 |
CISCO SYS INC | 3.2M | $165.2M | 1.2% | $39.13 | +12.85% | 9 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 312,133 | $144.7M | 1.1% | $25.75 | +62.36% | 8 qtrssince 2019-Q2 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 416,904 | $136.3M | 1.0% | $167.60 | +71.43% | 9 qtrssince 2019-Q1 | Decreased 0 |
MICRON TECHNOLOGY INC | 1.5M | $134.3M | 1.0% | $41.84 | +105.56% | 9 qtrssince 2019-Q1 | Decreased 0 |
3M CO | 654,266 | $126.1M | 1.0% | $111.89 | +19.06% | 4 qtrssince 2020-Q2 | Increased 50 |
ELEVANCE HEALTH INC | 348,523 | $125.1M | 0.9% | $264.79 | +25.25% | 9 qtrssince 2019-Q1 | Increased 62 |
AMGEN INC | 495,392 | $123.3M | 0.9% | $151.35 | +38.66% | 9 qtrssince 2019-Q1 | Decreased 0 |
TARGET CORP | 567,997 | $112.5M | 0.8% | $152.62 | +10.32% | 2 qtrssince 2020-Q4 | Increased 50 |
PROCTER AND GAMBLE CO | 825,620 | $111.8M | 0.8% | $115.30 | +2.00% | 9 qtrssince 2019-Q1 | Increased 68 |
PHILIP MORRIS INTL INC | 1.2M | $108.1M | 0.8% | $60.20 | +14.32% | 9 qtrssince 2019-Q1 | Decreased 0 |
Brandywine Global Investment Management, LLC reported holdings worth $13.3B across 671 positions as of Q1 2021. Top holdings: JPM (3.3%), BAC (3.1%), JNJ (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1/5.0.
Active quarter - 98 new positions, 54 exits, 181 increased. Top move: WFC (INCREASED, conviction 78). Portfolio: $13.3B across 671 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
No 13F holdings reported for quarters after Q4 2025.
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR