Bryn Mawr Trust Co Top Holdings and 13F Report (2025)

About Bryn Mawr Trust Co

Investment Activity

Bryn Mawr Trust Co has $5.35 billion in total holdings as of March 31, 2025.
Bryn Mawr Trust Co owns shares of 2,067 different stocks, but just 131 companies or ETFs make up 80% of its holdings.
Approximately 2.74% of the portfolio was purchased this quarter.
About 4.25% of the portfolio was sold this quarter.
This quarter, Bryn Mawr Trust Co has purchased 2,091 new stocks and bought additional shares in 443 stocks.
Bryn Mawr Trust Co sold shares of 711 stocks and completely divested from 99 stocks this quarter.

Largest Holdings

Comcast: $305,028,389
Intuitive Surgical: $280,357,489
Apple: $233,659,045
Vanguard FTSE Developed Markets ETF: $210,542,654
Microsoft: $166,510,346

Largest New Holdings this Quarter

89400J107 - TransUnion: $1,742,790 Holding
88339Y102 - 2023 ETF SERIES TRUST: $1,409,995 Holding
91359V107 - Universal Insurance: $661,230 Holding
47103U845 - Janus Henderson AAA CLO ETF: $604,869 Holding
00827B106 - Affirm: $327,628 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF: 311,033 shares (about $30.77M)
iShares MSCI Emerging Markets ETF: 528,282 shares (about $23.09M)
Vanguard Total International Stock ETF: 113,128 shares (about $7.03M)
Alphabet: 26,938 shares (about $4.17M)
Royalty Pharma: 108,068 shares (about $3.36M)

Largest Sales this Quarter

Invesco QQQ: 47,327 shares (about $22.19M)
NVIDIA: 140,745 shares (about $15.25M)
Vanguard S&P 500 ETF: 29,459 shares (about $15.14M)
Apple: 43,318 shares (about $9.62M)
Berkshire Hathaway: 10,263 shares (about $5.47M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CMCSA Comcast	$305,028,389	$566,267 ▼	-0.2%	8,266,352	5.7%	Consumer Discretionary
ISRG Intuitive Surgical	$280,357,489	$860,779 ▲	0.3%	566,070	5.2%	Medical
AAPL Apple	$233,659,045	$9,622,230 ▼	-4.0%	1,051,902	4.4%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$210,542,654	$4,813,246 ▼	-2.2%	4,142,094	3.9%	ETF
MSFT Microsoft	$166,510,346	$2,555,281 ▼	-1.5%	443,566	3.1%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$119,256,962	$811,053 ▲	0.7%	433,914	2.2%	ETF
PG Procter & Gamble	$109,535,195	$835,228 ▼	-0.8%	642,737	2.0%	Consumer Staples
JPM JPMorgan Chase & Co.	$86,742,100	$2,981,379 ▼	-3.3%	353,616	1.6%	Finance
IWY iShares Russell Top 200 Growth ETF	$85,904,049	$4,298,957 ▼	-4.8%	407,244	1.6%	ETF
JNJ Johnson & Johnson	$78,346,721	$2,369,188 ▼	-2.9%	472,424	1.5%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$72,248,102	$30,767,385 ▲	74.2%	730,369	1.3%	Finance
SPY SPDR S&P 500 ETF Trust	$60,870,023	$78,315 ▼	-0.1%	108,815	1.1%	Finance
AMZN Amazon.com	$60,774,397	$1,921,437 ▲	3.3%	319,428	1.1%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$60,144,218	$482,111 ▲	0.8%	107,037	1.1%	ETF
BRK.A Berkshire Hathaway	$59,084,678	$798,442 ▼	-1.3%	74	1.1%	Finance
QUAL iShares MSCI USA Quality Factor ETF	$58,209,065	$893,413 ▲	1.6%	340,623	1.1%	ETF
EFA iShares MSCI EAFE ETF	$57,674,899	$706,964 ▲	1.2%	705,676	1.1%	Finance
GOOG Alphabet	$52,983,316	$1,869,759 ▼	-3.4%	339,137	1.0%	Computer and Technology
XOM Exxon Mobil	$45,406,879	$648,406 ▼	-1.4%	381,795	0.8%	Energy
VOO Vanguard S&P 500 ETF	$44,177,050	$15,139,208 ▼	-25.5%	85,963	0.8%	ETF
BRK.B Berkshire Hathaway	$42,978,141	$5,465,869 ▼	-11.3%	80,698	0.8%	Finance
GOOGL Alphabet	$42,053,828	$4,165,687 ▲	11.0%	271,947	0.8%	Computer and Technology
MA Mastercard	$41,924,055	$6,577 ▲	0.0%	76,487	0.8%	Business Services
V Visa	$41,194,470	$1,174,041 ▼	-2.8%	117,544	0.8%	Business Services
ABT Abbott Laboratories	$40,353,855	$1,017,823 ▼	-2.5%	304,213	0.8%	Medical
IJK iShares S&P Mid-Cap 400 Growth ETF	$39,460,812	$391,916 ▼	-1.0%	473,833	0.7%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$38,653,393	$271,907 ▼	-0.7%	322,838	0.7%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$37,028,207	$264,285 ▲	0.7%	582,846	0.7%	ETF
BDX Becton, Dickinson and Company	$36,864,936	$2,256,471 ▲	6.5%	160,940	0.7%	Medical
CSCO Cisco Systems	$36,357,002	$744,840 ▼	-2.0%	589,159	0.7%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$35,236,942	$679,335 ▲	2.0%	1,595,876	0.7%	ETF
IWX iShares Russell Top 200 Value ETF	$34,620,298	$2,390,370 ▲	7.4%	421,274	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$33,678,062	$1,904,767 ▲	6.0%	744,102	0.6%	ETF
DOCS Doximity	$32,885,601		0.0%	566,700	0.6%	Medical
LLY Eli Lilly and Company	$32,615,186	$1,110,023 ▼	-3.3%	39,490	0.6%	Medical
NVDA NVIDIA	$32,452,711	$15,253,969 ▼	-32.0%	299,434	0.6%	Computer and Technology
COWZ Pacer US Cash Cows 100 ETF	$31,078,709	$580,237 ▲	1.9%	567,544	0.6%	ETF
IWN iShares Russell 2000 Value ETF	$30,861,218	$56,768 ▼	-0.2%	204,406	0.6%	ETF
PEP PepsiCo	$30,230,209	$989,306 ▼	-3.2%	201,615	0.6%	Consumer Staples
QQQ Invesco QQQ	$29,074,833	$22,192,514 ▼	-43.3%	62,004	0.5%	Finance
VOT Vanguard Mid-Cap Growth ETF	$28,690,386	$2,096,319 ▲	7.9%	117,276	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$28,346,547	$293,267 ▼	-1.0%	485,802	0.5%	ETF
TJX TJX Companies	$27,270,167	$1,489,614 ▼	-5.2%	223,893	0.5%	Retail/Wholesale
EEM iShares MSCI Emerging Markets ETF	$27,141,239	$23,085,923 ▲	569.3%	621,081	0.5%	Finance
MRK Merck & Co., Inc.	$26,402,096	$742,944 ▼	-2.7%	294,141	0.5%	Medical
IWB iShares Russell 1000 ETF	$26,270,748		0.0%	85,645	0.5%	ETF
IVW iShares S&P 500 Growth ETF	$26,095,736	$215,087 ▼	-0.8%	281,113	0.5%	ETF
CVX Chevron	$25,624,853	$715,500 ▼	-2.7%	153,176	0.5%	Energy
HON Honeywell International	$25,143,830	$821,378 ▼	-3.2%	118,743	0.5%	Multi-Sector Conglomerates
TMO Thermo Fisher Scientific	$24,385,883	$636,928 ▼	-2.5%	49,007	0.5%	Medical
IWR iShares Russell Mid-Cap ETF	$24,331,485	$191,918 ▼	-0.8%	286,017	0.5%	ETF
VOE Vanguard Mid-Cap Value ETF	$24,258,076	$1,497,036 ▲	6.6%	151,103	0.5%	ETF
MCD McDonald's	$23,789,069	$81,528 ▼	-0.3%	76,157	0.4%	Retail/Wholesale
IWM iShares Russell 2000 ETF	$23,734,097	$641,759 ▼	-2.6%	118,974	0.4%	Finance
HD Home Depot	$23,385,727	$1,337,322 ▼	-5.4%	63,810	0.4%	Retail/Wholesale
ADI Analog Devices	$22,076,009	$628,605 ▼	-2.8%	109,466	0.4%	Computer and Technology
IBM International Business Machines	$21,397,690	$1,176,162 ▼	-5.2%	86,052	0.4%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$21,264,590	$486,749 ▼	-2.2%	58,890	0.4%	ETF
ORCL Oracle	$19,454,562	$3,390,672 ▼	-14.8%	139,150	0.4%	Computer and Technology
HSY Hershey	$19,365,385	$216,182 ▼	-1.1%	113,228	0.4%	Consumer Staples
AMGN Amgen	$18,803,601	$1,112,857 ▼	-5.6%	60,355	0.4%	Medical
VZ Verizon Communications	$18,431,764	$78,019 ▲	0.4%	406,344	0.3%	Computer and Technology
LOW Lowe's Companies	$17,966,640	$600,567 ▼	-3.2%	77,034	0.3%	Retail/Wholesale
ABBV AbbVie	$17,429,340	$1,257,749 ▼	-6.7%	83,187	0.3%	Medical
GLD SPDR Gold Shares	$17,418,927	$605,670 ▲	3.6%	60,453	0.3%	Finance
META Meta Platforms	$16,840,662	$3,126,176 ▼	-15.7%	29,219	0.3%	Computer and Technology
AFL Aflac	$16,513,272	$492,683 ▼	-2.9%	148,514	0.3%	Finance
GWX SPDR S&P International Small Cap ETF	$16,407,753	$82,489 ▼	-0.5%	513,384	0.3%	ETF
JCI Johnson Controls International	$16,111,082	$1,336,315 ▼	-7.7%	201,112	0.3%	Construction
SYK Stryker	$15,821,742	$618,680 ▼	-3.8%	42,503	0.3%	Medical
RTX RTX	$15,803,538	$786,283 ▼	-4.7%	119,308	0.3%	Aerospace
GLW Corning	$15,707,393	$609,103 ▼	-3.7%	343,106	0.3%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$15,686,460	$7,025,249 ▲	81.1%	252,600	0.3%	ETF
INTU Intuit	$15,420,359	$273,840 ▼	-1.7%	25,115	0.3%	Computer and Technology
SYY Sysco	$15,283,097	$361,993 ▼	-2.3%	203,666	0.3%	Consumer Staples
UNH UnitedHealth Group	$15,269,931	$1,054,309 ▼	-6.5%	29,155	0.3%	Medical
IJR iShares Core S&P Small-Cap ETF	$14,926,322	$703,547 ▲	4.9%	142,740	0.3%	ETF
HI Hillenbrand	$14,255,129		0.0%	590,519	0.3%	Industrials
CME CME Group	$14,014,740	$1,264,107 ▲	9.9%	52,828	0.3%	Finance
KO Coca-Cola	$13,909,106	$191,011 ▼	-1.4%	194,207	0.3%	Consumer Staples
VGT Vanguard Information Technology ETF	$13,410,887	$290,716 ▼	-2.1%	24,726	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$13,141,780	$193,722 ▲	1.5%	140,629	0.2%	ETF
WMT Walmart	$12,939,179	$756,573 ▲	6.2%	147,388	0.2%	Retail/Wholesale
NSC Norfolk Southern	$12,810,979	$814,527 ▼	-6.0%	54,089	0.2%	Transportation
TFC Truist Financial	$12,771,808	$306,074 ▼	-2.3%	310,372	0.2%	Finance
ACN Accenture	$12,677,249	$408,460 ▼	-3.1%	40,627	0.2%	Computer and Technology
IVE iShares S&P 500 Value ETF	$12,501,667	$55,078 ▼	-0.4%	65,598	0.2%	ETF
AVGO Broadcom	$12,330,717	$59,605 ▲	0.5%	73,647	0.2%	Computer and Technology
KLAC KLA	$12,230,961	$867,425 ▼	-6.6%	17,992	0.2%	Computer and Technology
CWI SPDR MSCI ACWI ex-US ETF	$12,120,997		0.0%	409,770	0.2%	ETF
UNP Union Pacific	$12,093,078	$762,816 ▼	-5.9%	51,190	0.2%	Transportation
ADP Automatic Data Processing	$12,025,966	$949,282 ▼	-7.3%	39,361	0.2%	Business Services
MMM 3M	$11,726,030	$163,602 ▼	-1.4%	79,845	0.2%	Multi-Sector Conglomerates
NEE NextEra Energy	$11,667,147	$1,730,283 ▼	-12.9%	164,581	0.2%	Utilities
CBOE Cboe Global Markets	$11,612,298	$374,057 ▼	-3.1%	51,316	0.2%	Financial Services
DRI Darden Restaurants	$10,993,413	$784,086 ▼	-6.7%	52,914	0.2%	Retail/Wholesale
CRM Salesforce	$10,816,519	$1,807,673 ▼	-14.3%	40,306	0.2%	Computer and Technology
PM Philip Morris International	$10,419,196	$16,508 ▲	0.2%	65,641	0.2%	Consumer Staples
MPWR Monolithic Power Systems	$10,166,469	$4,322,011 ▼	-29.8%	17,529	0.2%	Computer and Technology
GFF Griffon	$10,010,000		0.0%	140,000	0.2%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Bryn Mawr Trust Co Top Holdings and 13F Report (2025)

About Bryn Mawr Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Bryn Mawr Trust Co Top Holdings and 13F Report (2025)

About Bryn Mawr Trust Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBryn Mawr Trust Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools