Brown Advisory

Brown Advisory Portfolio holdings

AUM $76.8B
1-Year Est. Return 18.67%
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.6B
AUM Growth
+$3.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,306
New
Increased
Reduced
Closed

Top Buys

1 +$517M
2 +$327M
3 +$285M
4
ISRG icon
Intuitive Surgical
ISRG
+$212M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$165M

Top Sells

1 +$594M
2 +$592M
3 +$548M
4
EL icon
Estee Lauder
EL
+$212M
5
NOW icon
ServiceNow
NOW
+$167M

Sector Composition

1 Technology 32.84%
2 Financials 17.52%
3 Healthcare 12.51%
4 Industrials 9.88%
5 Consumer Discretionary 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
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1300
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