BA

BROWN ADVISORY INC

13F
BROWN ADVISORY INC
Last update 2024-02-09 1216 Stocks (90 new)
Value $71.14 Bil Turnover 7 %
Countries:
Portfolio Report

BROWN ADVISORY INC Profile

Brown Investment is a private asset management company that was founded within the Alex Brown & Sons company in 1993 with a goal to “provide clients with first-class performance, strategic advice and the highest level of service.” In 1998, the company would become an independent firm that is wholly owned by its employees, creating Brown Investment Holdings in the same year to oversee the company’s subsidiaries. The next year, under the leadership of Mark Collins, director of private equity, the company would launch its private equity and mutual funds businesses. Brown Advisory would continue to grow organically, opening an office in Washington D.C. in 2001 and launching its institutional business in 2003. In 2008, the company would launch its Flexible Equity investment strategy under its Brown Investment Management subsidiary, continuing to expand its physical presence by opening an office in London. With a good international presence established, the company would utilize acquisitions to help facilitate growth, adding Winslow Management in 2009, Cavanaugh Capital Management in 2010, and CDK Investment Management in 2012. In that year, the company would also launch TouchPoint, its client web portal. Brown Advisory continues its focus on growth and expansion today, acquiring Highmount Capital in 2015 and adding and improving its line of products and services. The company currently has highest asset allocations in the information technology sector, with other assets invested in the health care, industrials, finance, consumer discretionary, and consumer staples sectors, among smaller allocations in others, in order of amount allocated. Brown Advisory has a current market value of approximately $31.4 billion, an impressive growth from its $25 billion evaluation just two years before. Some of the company’s notable mutual funds include its Equity Income Fund, Small Cap Fundamental Value Fund, Sustainable Growth Fund, WMC Japan Alpha Opportunities Fund, and Value Equity Fund.
BROWN ADVISORY INC's Top Stock Picks View Full List
Ticker
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change

BROWN ADVISORY INC Total Holding History ($B)

To

BROWN ADVISORY INC's Asset Allocation

To

BROWN ADVISORY INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BROWN ADVISORY INC's Hypothetical Growth since 2023-12-31

BROWN ADVISORY INC's Yearly Returns

Year Portfolio % % Excess Gain %

BROWN ADVISORY INC's Holdings Heat Map

Size field:

BROWN ADVISORY INC's Holdings Bubble Chart

BROWN ADVISORY INC News

  • 1

Discussions on BROWN ADVISORY INC

No discussions yet.