Home / Leaderboard / The Bryn Mawr Trust Company
The Bryn Mawr Trust Company
Jasmine Yu · Bank/Insurer · Multi-Strategy
The Bryn Mawr Trust Company (BMT) is a premier wealth management and fiduciary services institution founded in 1889 and headquartered in Bryn Mawr, Pennsylvania. Now a subsidiary of WSFS Financial Corporation, the firm provides a comprehensive suite of services including investment management, private banking, and trust and estate planning. BMT primarily serves high-net-worth individuals, multi-generational families, and institutional clients like endowments and foundations across the Mid-Atlantic region. With over 130 years of history, the company is recognized for its relationship-centric approach and its commitment to local management and regional expertise. BMT emphasizes a holistic strategy that integrates financial and tax planning with investment advisory services to create durable wealth solutions.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +12.1% |
| YTD return | +6.6% |
| Sharpe ratio | 2.91 |
| Win rate | 53% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bmt.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 17.1% | +28.2% |
| CMCSA | Comcast Corp | 14.2% | -15.6% |
| MSFT | Microsoft Corporation | 9.4% | +0.4% |
| GOOGL | Alphabet Inc Class A | 8.4% | +31.0% |
| JNJ | Johnson & Johnson | 6.6% | +38.9% |
| BRK-A | Berkshire Hathaway Inc | 6.3% | +5.4% |
| JPM | JPMorgan Chase & Co | 6.1% | +12.4% |
| XOM | Exxon Mobil Corp | 3.5% | +35.0% |
| PG | Procter & Gamble Company | 3.4% | -3.2% |
| GLW | Corning Incorporated | 3.3% | +19.6% |
| CSCO | Cisco Systems Inc | 3.3% | +45.0% |
| AMZN | Amazon.com Inc | 2.7% | +8.4% |
| MRK | Merck & Company Inc | 2.3% | +50.4% |
| LLY | Eli Lilly and Company | 2.2% | +28.5% |
| ADI | Analog Devices Inc | 2.0% | +31.0% |
| MA | Mastercard Inc | 2.0% | +1.1% |
| ABT | Abbott Laboratories | 1.9% | +8.5% |
| NVDA | NVIDIA Corporation | 1.9% | +1.4% |
| TMO | Thermo Fisher Scientific Inc | 1.7% | +10.4% |
| CVX | Chevron Corp | 1.7% | -1.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | MSFT | 9.4% → 9.4% |
| Sep 14, 2026 | BUY | GLW | 3.3% → 3.3% |
| Sep 14, 2026 | BUY | ABT | 2.0% → 1.9% |
| Sep 14, 2026 | BUY | XOM | 3.4% → 3.5% |
| Sep 14, 2026 | BUY | CVX | 0.0% → 1.7% |
Investment Style Analysis
The Bryn Mawr Trust Company is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Telecom Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, The Bryn Mawr Trust Company made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Bryn Mawr Trust adheres to a strategic, long-term investment philosophy centered on personalized goals-based planning. The firm builds diversified, multi-asset portfolios designed to maintain resilience across market cycles, intentionally avoiding short-term market timing and reactive trading strategies. By utilizing an open-architecture platform, BMT integrates proprietary internal research with selected external managers to optimize risk-adjusted returns. This disciplined approach is guided by a customized Investment Policy Statement for each client, ensuring that asset allocation remains closely aligned with individual risk tolerance, time horizons, and financial objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with The Bryn Mawr Trust Company.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -4.1%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.5%
- Wolverine Trading, LLC — Robert Bellick · 3M -6.8%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -6.4%
Frequently asked questions
How is the simulated portfolio for The Bryn Mawr Trust Company constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is The Bryn Mawr Trust Company's largest holding?
As of the latest filing, The Bryn Mawr Trust Company's top position is Apple Inc (AAPL), representing 17.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is The Bryn Mawr Trust Company's historical performance and risk profile?
Our simulation indicates a total return of +12.1% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 2.91, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does The Bryn Mawr Trust Company primarily invest in?
The Bryn Mawr Trust Company has a strong preference for the Consumer Electronics sector, which makes up 17.1% of their disclosed assets. The portfolio also has exposure to Telecom Services, indicating a specific thematic focus.
Is The Bryn Mawr Trust Company's portfolio concentrated or diversified?
The Bryn Mawr Trust Company runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has The Bryn Mawr Trust Company performed in 2026?
Our AI-simulated model portfolio for The Bryn Mawr Trust Company tracks a Year-to-Date (YTD) return of +6.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jasmine Yu manage The Bryn Mawr Trust Company directly?
Yes, Jasmine Yu serves as the key portfolio manager for The Bryn Mawr Trust Company, overseeing the investment strategy and final capital allocation decisions.