BRYN Mawr Capital Management, LLC
Bryn Mawr Capital Management, LLC is an SEC-registered investment adviser established in 2016 and headquartered in Philadelphia, Pennsylvania. As part of Bryn Mawr Trust, itself a subsidiary of WSFS Financial Corporation, the firm specializes in financial planning and investment management services for individuals, high net worth clients, charitable organizations, pension plans, and corporations. It has approximately 59 employees and manages portfolios with a modern, client-oriented approach.
Investment Strategy
Bryn Mawr Capital Management, LLC provides customized financial planning and investment management services, focusing largely on discretionary portfolio management. Their investment philosophy emphasizes diversified holdings across large-cap equities, fixed income, and diversified asset classes, adapting asset allocations to meet the specific objectives and risk tolerances of their primarily individual and high net worth clientele. Their portfolio includes significant holdings in well-known public companies, and they employ both strategic and tactical investment solutions tailored to the unique needs of their clients.
Top Holdings
Equity Positions (416)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 5.59% | $102.2M | 164,595 | $317.65 | $620.90 | +$14.8M |
B BND | VANGUARD BD INDEX FDS | 4.96% | $90.7M | 1,231,360 | $72.27 | $73.63 | +$4.4M |
M MSFT | MICROSOFT CORP | 4.80% | $87.6M | 176,166 | $276.46 | $497.41 | +$22.2M |
A AAPL | APPLE INC | 4.19% | $76.5M | 372,877 | $167.25 | $205.17 | -$12.9M |
I IWY | ISHARES TR | 3.17% | $57.8M | 234,572 | $151.19 | $246.51 | +$12.0M |