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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.59 | 2.59 | 0.00 |
Stocks | 97.41 | 97.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.31 | 28.48 |
Price to Book | 4.02 | 6.85 |
Price to Sales | 2.84 | 4.34 |
Price to Cash Flow | 15.14 | 18.62 |
Dividend Yield | 0.94 | 0.72 |
5 Years Earnings Growth | 15.84 | 15.32 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.06 | 9.02 |
Technology | 24.36 | 39.88 |
Communication Services | 12.19 | 11.54 |
Healthcare | 12.08 | 12.40 |
Consumer Cyclical | 11.81 | 13.69 |
Industrials | 8.32 | 7.06 |
Energy | 3.10 | 1.74 |
Consumer Defensive | 1.18 | 3.66 |
Real Estate | 0.90 | 1.58 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.91 | 401.70 | -1.64% | |
KKR & Co | US48251W1045 | 4.40 | 116.24 | -1.86% | |
Mastercard | US57636Q1040 | 4.36 | 476.12 | -0.26% | |
Visa A | US92826C8394 | 4.22 | 279.37 | +0.27% | |
Meta Platforms | US30303M1027 | 4.22 | 500.27 | -3.21% | |
Berkshire Hathaway B | US0846707026 | 4.08 | 459.42 | -1.18% | |
Amazon.com | US0231351067 | 3.91 | 171.39 | -3.65% | |
Alphabet C | US02079K1079 | 3.72 | 152.13 | -4.08% | |
UnitedHealth | US91324P1021 | 3.67 | 596.88 | +0.23% | |
Taiwan Semiconductor | US8740391003 | 3.31 | 156.82 | -4.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Brown Advisory Sustainable Growth I | 6.6B | 12.79 | 5.29 | 16.39 | ||
Brown Advisory Sustainable Growth F | 2.55B | 12.69 | 5.12 | 16.22 | ||
Brown Advisory Small-Cap Growth Inv | 813.75M | 5.26 | -2.87 | 9.84 | ||
Brown Advisory Small-Cap Fdmtl Val | 760.7M | 15.29 | 9.85 | 8.59 | ||
Brown Advisory Small-Cap Growth Ins | 730.39M | 5.36 | -2.73 | 10.00 |
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