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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000829108

Brandywine Global Investment Management, LLC

Philadelphia, PA · File #028-02204

Latest AUM
$14.91B
Positions
601
Top-10 Concentration
39.1%
Filings
13

Sector Allocation

Healthcare
12.4%$1.86B
Industrials
8.0%$1.19B
Consumer Staples
6.3%$937.3M
Technology
5.5%$824.5M
Energy
5.3%$789.4M
Financials
4.9%$732.5M
Utilities
1.7%$256.6M
Materials
1.1%$164.2M
Real Estate
1.1%$164.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1JPMORGAN CHASE & CO.VYLD1,374,890$443.0M5.74%
2JOHNSON & JOHNSONJNJ1,951,088$403.8M5.23%
3BANK AMERICA CORP0605051045,972,520$328.5M4.25%
4WELLS FARGO CO NEW9497461013,422,909$319.0M4.13%
5CITIGROUP INCC-PR2,696,496$314.7M4.07%
6AT&T INCT-PC12,229,088$303.8M3.93%
7EXXON MOBIL CORPXOM2,009,194$241.8M3.13%
8GOLDMAN SACHS GROUP INCGSCE257,578$226.4M2.93%
9ALPHABET INCGOOG704,629$220.5M2.86%
10CVS HEALTH CORPCVS2,723,074$216.1M2.80%
11KROGER COKR3,357,243$209.8M2.72%
12COMCAST CORP NEWCCZ6,975,368$208.5M2.70%
13PEPSICO INCPEP1,391,861$199.8M2.59%
14DISNEY WALT CO2546871061,717,034$195.3M2.53%
15VERIZON COMMUNICATIONS INCVZ4,309,428$175.5M2.27%
16DOLLAR GEN CORP NEW2566771051,254,014$166.5M2.16%
17FEDEX CORPFDX553,129$159.8M2.07%
18MORGAN STANLEYMS-PQ877,171$155.7M2.02%
19MEDTRONIC PLCMDT1,584,743$152.2M1.97%
20GLOBAL PMTS INC37940X1021,888,747$146.2M1.89%