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Donna M. Cunningham

Bryn Mawr Trust Advisors, Llc

Assets Managed
$2.061B
Holdings
438
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
-0.87%(2Q avg: 1.15%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bryn Mawr Trust Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 438 positions.

Assets under management

The assets under management (AUM) of Bryn Mawr Trust Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.061B in assets, with a quarterly growth rate of -0.87% and a 2-quarter average growth rate of 1.15%. The portfolio is managed by Donna M. Cunningham, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.09%
5.35%
$110.065M
168,499 shares@ $653.21 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 3.67%
4.82%
$99.166M
1.347M shares@ $73.64 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.53%
4.55%
$93.644M
368,981 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.25%
3.2%
$65.778M
177,696 shares@ $370.18 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -1.59%
3.13%
$64.392M
258,769 shares@ $248.85 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.89%
2.83%
$58.121M
907,001 shares@ $64.08 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -16.18%
2.19%
$44.942M
156,288 shares@ $287.56 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -3.54%
1.9%
$38.961M
132,448 shares@ $294.17 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.95%
1.51%
$30.921M
64,527 shares@ $479.2 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -7.5%
1.42%
$29.203M
376,373 shares@ $77.59 avg price

1-10 of 438