Brandywine Global Investment Management, LLC Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$8.4B

Holdings

792

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (792 positions)

StockValue
JNJJOHNSON & JOHNSON
$359.2M
JPMJPMORGAN CHASE & CO
$267.1M
BACVERIZON COMMUNICATIONS INC
$249.5M
INTCINTEL CORP
$231.1M
TAT&T INC
$230.3M
BACBK OF AMERICA CORP
$215.9M
MRKMERCK & CO. INC
$171.5M
TRVCCITIGROUP INC
$167.5M
ORCLORACLE CORP
$153.8M
CVXCHEVRON CORP NEW
$146.9M
CMCSACOMCAST CORP NEW
$136.3M
PFEPFIZER INC
$129.9M
WFCWELLS FARGO CO NEW
$129.4M
AMGNAMGEN INC
$128.3M
4I1PHILIP MORRIS INTL INC
$99.2M
GILDGILEAD SCIENCES INC
$99.1M
IBMINTERNATIONAL BUSINESS MACHS
$90.4M
LMTLOCKHEED MARTIN CORP
$83.5M
AVGOBROADCOM INC
$82.6M
BLKCHFBLACKROCK INC
$77.7M
CATCATERPILLAR INC DEL
$70.7M
AXPAMERICAN EXPRESS CO
$67.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$66.5M
MUMICRON TECHNOLOGY INC
$64.2M
METAFACEBOOK INC
$63.5M
GMGENERAL MTRS CO
$61.7M
TSNTYSON FOODS INC
$59.6M
UPSUNITED PARCEL SERVICE INC
$57.2M
BIIBBIOGEN INC
$52.9M
BPBP PLC
$52.2M
CRCCANADIAN NAT RES LTD
$51.1M
USBUS BANCORP DEL
$51.0M
ELVANTHEM INC
$50.3M
CSXCSX CORP
$48.3M
CVSCVS HEALTH CORP
$48.2M
DWDMORGAN STANLEY
$48.2M
GSGOLDMAN SACHS GROUP INC
$47.9M
NEMNEWMONT CORP
$46.3M
INGRINGREDION INC
$46.3M
CCKCROWN HLDGS INC
$45.5M
TAPMOLSON COORS BEVERAGE CO
$45.4M
TRVTRAVELERS COMPANIES INC
$44.8M
NOCNORTHROP GRUMMAN CORP
$44.7M
CBCHUBB LIMITED
$44.4M
MRVLMARVELL TECHNOLOGY GROUP LTD
$43.3M
SCHWSCHWAB CHARLES CORP
$41.6M
NLYEURANNALY CAPITAL MANAGEMENT IN
$40.9M
DYHTARGET CORP
$39.4M
DEDEERE & CO
$38.1M
COPCONOCOPHILLIPS
$37.2M
PNCPNC FINL SVCS GROUP INC
$36.7M
WBAWALGREENS BOOTS ALLIANCE INC
$35.5M
EBAEBAY INC
$34.3M
HUNHUNTSMAN CORP
$34.0M
GDGENERAL DYNAMICS CORP
$33.5M
HUMHUMANA INC
$32.3M
ANETEURARISTA NETWORKS INC
$32.2M
AMATAPPLIED MATLS INC
$32.0M
EMNEASTMAN CHEM CO
$30.1M
LRCXEURLAM RESEARCH CORP
$30.0M
AEPAMERICAN ELEC PWR CO INC
$29.4M
BMYBRISTOL-MYERS SQUIBB CO
$28.6M
ETNEATON CORP PLC
$28.2M
FCXFREEPORT-MCMORAN INC
$27.8M
EAELECTRONIC ARTS INC
$27.3M
BKBANK NEW YORK MELLON CORP
$27.2M
HCAHCA HEALTHCARE INC
$26.7M
SLMSLM CORP
$26.4M
PGRPROGRESSIVE CORP OHIO
$26.3M
ALSALLSTATE CORP
$26.0M
CTVACORTEVA INC
$25.7M
KMIKINDER MORGAN INC DEL
$25.6M
SWKSTANLEY BLACK & DECKER INC
$25.5M
RTN1USDRAYTHEON CO
$25.2M
METMETLIFE INC
$24.6M
ABBVABBVIE INC
$24.5M
ESNTESSENT GROUP LTD
$24.2M
CMICUMMINS INC
$24.0M
JAZZJAZZ PHARMACEUTICALS PLC
$23.9M
IWDISHARES TR
$23.7M
AAPLAPPLE INC
$23.6M
PSXPHILLIPS 66
$23.0M
DALDELTA AIR LINES INC DEL
$22.4M
EMREMERSON ELEC CO
$22.3M
TWOEURTWO HBRS INVT CORP
$22.1M
AFLAFLAC INC
$22.0M
GTLSCHART INDS INC
$21.9M
MCKMCKESSON CORP
$21.7M
BBYBEST BUY INC
$21.7M
KRKROGER CO
$21.4M
DHID R HORTON INC
$21.2M
PEGPUBLIC SVC ENTERPRISE GRP IN
$21.0M
AZNASTRAZENECA PLC
$21.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$20.8M
LYBLYONDELLBASELL INDUSTRIES N
$20.6M
COFCAPITAL ONE FINL CORP
$20.5M
LUVSOUTHWEST AIRLS CO
$20.4M
KKRKKR & CO INC
$20.0M
TROWPRICE T ROWE GROUP INC
$19.9M
MDTMEDTRONIC PLC
$19.4M
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