Long-term investor

Bryn Mawr Trust Advisors, LLC @brynmawrtrustadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001700481).

Record

  • Tracked since 2025-06-30 (431 days), 37 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.1% · 6 months +6.6% · 1 year +14.2% · all +14.2%
  • Max drawdown -1.9% · Sharpe 0.95 · win rate 27% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 5.5% · long · since 2025-06-30
  • AAPL · 4.7% · long · since 2025-06-30
  • 921937835 · 4.4% · long · since 2025-06-30
  • 464289438 · 3.2% · long · since 2025-06-30
  • MSFT · 2.9% · long · since 2025-06-30
  • 921943858 · 2.7% · long · since 2025-06-30
  • GOOGL · 2.4% · long · since 2025-06-30
  • JPM · 1.9% · long · since 2025-06-30
  • CSCO · 1.8% · long · since 2025-06-30
  • KLAC · 1.6% · long · since 2025-06-30
  • 78462F103 · 1.4% · long · since 2025-06-30
  • BRK-B · 1.4% · long · since 2025-06-30

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