Brandywine Global Investment Management, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings627 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 3.1M | $398.8M | 3.3% | $83.26 | +31.65% | 8 qtrssince 2019-Q1 | Increased 57 |
BANK OF AMERICA CORP | 11.3M | $342.3M | 2.8% | $23.92 | +11.07% | 8 qtrssince 2019-Q1 | Increased 58 |
JOHNSON & JOHNSON | 2.1M | $333.3M | 2.8% | $124.24 | +8.98% | 8 qtrssince 2019-Q1 | Increased 68 |
VERIZON COMMUNICATIONS INC | 4.5M | $263.5M | 2.2% | $39.83 | +6.32% | 8 qtrssince 2019-Q1 | Increased 53 |
UNITEDHEALTH GROUP INC | 734,133 | $257.4M | 2.1% | $295.06 | +7.77% | 3 qtrssince 2020-Q2 | Increased 78 |
COMCAST CORP-CLASS A | 3.9M | $203.5M | 1.7% | $31.47 | +31.10% | 8 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 3M | $193.1M | 1.6% | $49.07 | +22.09% | 8 qtrssince 2019-Q1 | Increased 51 |
PFIZER INC | 5.2M | $191.7M | 1.6% | $26.37 | +4.03% | 8 qtrssince 2019-Q1 | Decreased 0 |
CITIGROUP INC | 2.9M | $181.7M | 1.5% | $48.09 | +5.65% | 8 qtrssince 2019-Q1 | Increased 52 |
MERCK & CO. INC. | 2.2M | $177.3M | 1.5% | $65.45 | +0.24% | 8 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 3.5M | $154.8M | 1.3% | $39.29 | -2.81% | 8 qtrssince 2019-Q1 | Increased 48 |
GENERAL MOTORS CO | 3.7M | $154.1M | 1.3% | $33.85 | +19.27% | 8 qtrssince 2019-Q1 | Increased 52 |
BROADCOM INC | 332,497 | $145.6M | 1.2% | $25.77 | +51.80% | 7 qtrssince 2019-Q2 | Decreased 0 |
ELI LILLY & CO | 783,726 | $132.3M | 1.1% | $158.22 | +647.79% | 1 qtr | New 69 |
MICRON TECHNOLOGY INC | 1.7M | $124.2M | 1.0% | $42.97 | +63.30% | 8 qtrssince 2019-Q1 | Decreased 0 |
AMGEN INC | 526,345 | $121M | 1.0% | $153.38 | +25.66% | 8 qtrssince 2019-Q1 | Decreased 0 |
NEWMONT MINING CORP | 2M | $118.2M | 1.0% | $40.41 | +27.61% | 8 qtrssince 2019-Q1 | Increased 68 |
LOWE'S COS INC | 694,931 | $111.5M | 0.9% | $144.16 | 0.00% | 1 qtr | New 59 |
BLACKROCK INC | 152,869 | $110.3M | 0.9% | $385.51 | +63.11% | 8 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 417,805 | $110.2M | 0.9% | $169.07 | +36.27% | 8 qtrssince 2019-Q1 | Increased 44 |
Brandywine Global Investment Management, LLC manages $12B across 627 positions as of Q4 2020. Top holdings: JPM (3.3%), BAC (2.8%), JNJ (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 107 new positions, 69 exits, 282 increased. Top move: UNH (INCREASED, conviction 78). Portfolio: $12.0B across 627 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Last filed Q4 2025 - no longer filing.
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