Table: Brandywine's Bets

Technology stocks now make up less than 10% of the $7.5 billion run by Foster Friess's firm

TOP SECTORS, % OF ASSETS SAMPLE HOLDINGS SPRING 2000

SEMICONDUCTORS 23 LSI Logic TELECOM EQUIP. 14 Nokia COMPUTERS 10 Apple Computer

TOP SECTORS, % OF ASSETS SAMPLE HOLDINGS SPRING 2001

MEDICAL SERVICES 15 UnitedHealth Group UTILITIES 12 Duke Energy ENERGY SERVICES 12 Nabors Industries

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