BS
| |
Brown Shipley& Co Ltd13F | |
| Brown Shipley& Co Ltd | |
| Last update 2025-05-14 | 63 Stocks (0 new) |
| Value $177.00 Mil | Turnover 2 % |
Brown Shipley& Co Ltd Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 63,182 | 23,717.9 | +0.53% | 13.430 | +0.07% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
NVDA | NVIDIA Corp | 171,244 | 18,559.4 | -1.92% | 10.510 | -0.22% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
GOOG | Alphabet Inc | 85,319 | 13,329.4 | -3.62% | 7.550 | -0.30% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
V | Visa Inc | 35,469 | 12,430.5 | -3.46% | 7.040 | -0.20% | 0.000 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
JPM | JPMorgan Chase & Co | 41,429 | 10,162.5 | -12.55% | 5.750 | -0.71% | 0.000 | +30.86% | +25.49% | 822,612.0 | Banks | |
PG | Procter & Gamble Co | 49,935 | 8,509.9 | -5.71% | 4.820 | -0.25% | 0.000 | -6.12% | -2.88% | 377,072.7 | Consumer Packaged Goods | |
GOOGL | Alphabet Inc | 48,519 | 7,503.0 | -1.28% | 4.250 | -0.06% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
DIS | The Walt Disney Co | 73,102 | 7,215.2 | -4.07% | 4.090 | -0.17% | 0.000 | +40.17% | +11.84% | 222,920.5 | Media - Diversified | |
NOW | ServiceNow Inc | 8,889 | 7,076.9 | -0.19% | 4.010 | -0.01% | 0.000 | +34.96% | -1.46% | 216,409.5 | Software | |
SNPS | Synopsys Inc | 15,151 | 6,497.5 | +54.68% | 3.680 | +1.30% | 0.010 | +31.35% | +13.06% | 85,143.0 | Software |
Brown Shipley& Co Ltd's Historical Top Holdings Breakdowns
Brown Shipley& Co Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PYPL | PayPal Holdings Inc | 2025-03-31 | Reduce Reduce | -1.57% | 65.15 ($77.89) 91.81 | $76.59 | -1.67% | Reduce -76.88% | 11,138 | -37,030 | |
SNPS | Synopsys Inc | 2025-03-31 | Add Add | +1.30% | 428.58 ($485.8) 551.54 | $548.74 | 12.96% | Add 54.68% | 15,151 | 5,356 | |
EL | The Estee Lauder Companies Inc | 2025-03-31 | Reduce Reduce | -0.98% | 64.26 ($72.33) 85.48 | $88.72 | 22.66% | Reduce -72.59% | 9,969 | -26,402 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.71% | 225.19 ($254.94) 279.95 | $296.00 | 16.11% | Reduce -12.55% | 41,429 | -5,944 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.30% | 156.06 ($183.12) 207.71 | $180.55 | -1.40% | Reduce -3.62% | 85,319 | -3,201 | |
PG | Procter & Gamble Co | 2025-03-31 | Reduce Reduce | -0.25% | 158.56 ($167.49) 176.26 | $160.83 | -3.98% | Reduce -5.71% | 49,935 | -3,025 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.22% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Reduce -1.92% | 171,244 | -3,351 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.20% | 461.52 ($511.2) 548.18 | $308.55 | -39.64% | Reduce -6.56% | 11,305 | -794 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -0.20% | 306.92 ($338.38) 362.71 | $358.86 | 6.05% | Reduce -3.46% | 35,469 | -1,273 | |
DIS | The Walt Disney Co | 2025-03-31 | Reduce Reduce | -0.17% | 96.87 ($107.47) 114 | $124.00 | 15.38% | Reduce -4.07% | 73,102 | -3,105 |
Brown Shipley& Co Ltd Total Holding History ($B)
Brown Shipley& Co Ltd's Asset Allocation
Brown Shipley& Co Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Brown Shipley& Co Ltd's Hypothetical Growth since 2025-03-31
Brown Shipley& Co Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Brown Shipley& Co Ltd's Holdings Heat Map
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Brown Shipley& Co Ltd's Holdings Bubble Chart
Brown Shipley& Co Ltd News
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