BROWN BROTHERS HARRIMAN & CO
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,159 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 1.8M | $765.1M | 5.9% | $201.42 | +108.77% | 21 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.7M | $698.6M | 5.4% | $243.29 | +69.63% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 4.4M | $666.6M | 5.1% | $95.40 | +58.42% | 21 qtrssince 2019-Q1 | Decreased 0 |
LINDE PLC | 1.2M | $576.3M | 4.4% | $339.28 | +33.80% | 5 qtrssince 2023-Q1 | Decreased 0 |
MASTERCARD INC - A | 1.1M | $537M | 4.1% | $267.97 | +77.67% | 21 qtrssince 2019-Q1 | Decreased 0 |
WASTE MANAGEMENT INC | 2.2M | $462.8M | 3.6% | $104.22 | +99.37% | 21 qtrssince 2019-Q1 | Decreased 0 |
PROGRESSIVE CORP | 2.2M | $460.2M | 3.5% | $71.41 | +166.52% | 21 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 3.6M | $454.8M | 3.5% | $51.46 | +139.06% | 21 qtrssince 2019-Q1 | Decreased 0 |
KLA CORP | 636,673 | $444.8M | 3.4% | $20.38 | +236.74% | 21 qtrssince 2019-Q1 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 1.5M | $373M | 2.9% | $83.39 | +193.48% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2M | $366.6M | 2.8% | $110.05 | +63.90% | 21 qtrssince 2019-Q1 | Decreased 0 |
ZOETIS INC | 2.1M | $350.2M | 2.7% | $94.19 | +73.23% | 21 qtrssince 2019-Q1 | Decreased 0 |
ALCON INC | 4.1M | $344.4M | 2.6% | $55.62 | +48.75% | 20 qtrssince 2019-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 553,358 | $321.6M | 2.5% | $441.99 | +30.76% | 21 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 437,788 | $320.7M | 2.5% | $260.82 | +177.00% | 21 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 86,787 | $314.9M | 2.4% | $76.16 | +87.06% | 21 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 2.4M | $276.4M | 2.1% | $104.11 | +3.63% | 21 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 587,684 | $250M | 1.9% | $317.63 | +24.22% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 472,458 | $248.4M | 1.9% | $387.53 | +32.56% | 21 qtrssince 2019-Q1 | Increased 56 |
COPART INC | 3.9M | $226.6M | 1.7% | $31.43 | +84.29% | 21 qtrssince 2019-Q1 | Decreased 0 |
BROWN BROTHERS HARRIMAN & CO manages $13B across 1159 positions as of Q1 2024. Top holdings: BRK/B (5.9%), MSFT (5.4%), GOOG (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 147 new positions, 137 exits, 255 increased. Top move: IVV (INCREASED, conviction 56). Portfolio: $13.0B across 1159 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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