BROWN BROTHERS HARRIMAN & CO
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,260 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 1.9M | $593.8M | 5.0% | $201.42 | +51.46% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 5M | $518.8M | 4.3% | $95.40 | +5.42% | 17 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.8M | $514.4M | 4.3% | $243.29 | +15.29% | 17 qtrssince 2019-Q1 | Increased 63 |
MASTERCARD INC - A | 1.3M | $477.6M | 4.0% | $267.97 | +31.75% | 17 qtrssince 2019-Q1 | Decreased 0 |
LINDE PLC | 1.3M | $474.2M | 4.0% | $339.28 | 0.00% | 1 qtr | New 87 |
ALCON INC | 5.5M | $387.6M | 3.2% | $55.62 | +26.04% | 16 qtrssince 2019-Q2 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 2M | $377.1M | 3.2% | $83.39 | +122.35% | 17 qtrssince 2019-Q1 | Decreased 0 |
WASTE MANAGEMENT INC | 2.3M | $376.3M | 3.2% | $104.22 | +48.61% | 17 qtrssince 2019-Q1 | Increased 63 |
ZOETIS INC | 2.2M | $370.6M | 3.1% | $94.19 | +68.87% | 17 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 3.9M | $362.7M | 3.0% | $51.46 | +69.66% | 17 qtrssince 2019-Q1 | Increased 61 |
PROGRESSIVE CORP | 2.4M | $342.1M | 2.9% | $71.08 | +84.81% | 17 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 557,702 | $321.4M | 2.7% | $438.95 | +27.20% | 17 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 2.5M | $302.2M | 2.5% | $81.72 | +39.77% | 17 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 113,248 | $300.4M | 2.5% | $76.16 | +36.41% | 17 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 598,219 | $297.2M | 2.5% | $260.82 | +82.35% | 17 qtrssince 2019-Q1 | Decreased 0 |
KLA CORP | 724,701 | $289.3M | 2.4% | $18.90 | +105.24% | 17 qtrssince 2019-Q1 | Decreased 0 |
COPART INC | 3.7M | $280.5M | 2.4% | $22.66 | +65.98% | 17 qtrssince 2019-Q1 | Decreased 0 |
CELANESE CORP DEL | 2.5M | $268.4M | 2.2% | $93.81 | +11.27% | 17 qtrssince 2019-Q1 | Increased 53 |
TEXAS INSTRUMENTS INC | 1.3M | $239.9M | 2.0% | $139.04 | +20.99% | 17 qtrssince 2019-Q1 | Decreased 0 |
SMITH (A.O.) CORP | 3.4M | $235.3M | 2.0% | $41.41 | +56.29% | 17 qtrssince 2019-Q1 | Decreased 0 |
BROWN BROTHERS HARRIMAN & CO manages $11.9B across 1260 positions as of Q1 2023. Top holdings: BRK/B (5.0%), GOOG (4.3%), MSFT (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 115 new positions, 100 exits, 401 increased. Top move: LIN (NEW, conviction 87). Portfolio: $11.9B across 1260 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR