BROWN BROTHERS HARRIMAN & CO
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,108 positions
ALPHABET INC | 690,785 | $923.6M | 5.9% | $57.89 | +14.39% | 4 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 15.9M | $843.5M | 5.4% | $48.13 | -0.07% | 4 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 3.6M | $819.4M | 5.2% | $201.46 | +12.43% | 4 qtrssince 2019-Q1 | Increased 63 |
COMCAST CORP NEW | 18M | $807.6M | 5.2% | $29.94 | +13.64% | 4 qtrssince 2019-Q1 | Increased 64 |
US BANCORP | 11.1M | $660.8M | 4.2% | $35.40 | +25.74% | 4 qtrssince 2019-Q1 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 2.1M | $605.2M | 3.9% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 |
COPART INC | 6.5M | $591.5M | 3.8% | $15.15 | +50.09% | 4 qtrssince 2019-Q1 | Decreased 0 |
ZOETIS INC | 3.9M | $517.5M | 3.3% | $93.81 | +32.05% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 2.3M | $496.8M | 3.2% | $160.15 | +21.18% | 4 qtrssince 2019-Q1 | Decreased 0 | |
DIAGEO PLC | 2.5M | $422.8M | 2.7% | $135.92 | +4.28% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALLEGION PLC | 3.4M | $420.2M | 2.7% | $89.19 | +28.82% | 4 qtrssince 2019-Q1 | Decreased 0 |
NOVARTIS AG | 4.4M | $415.4M | 2.7% | $66.28 | +9.92% | 4 qtrssince 2019-Q1 | Decreased 0 |
GALLAGHER ARTHUR J & CO | 4.3M | $411.8M | 2.6% | $83.15 | +6.10% | 4 qtrssince 2019-Q1 | Increased 60 |
BROWN FORMAN CORP | 5.7M | $382M | 2.4% | $47.16 | +25.49% | 4 qtrssince 2019-Q1 | Decreased 0 |
CELANESE CORP DEL | 3M | $372.2M | 2.4% | $88.05 | +24.69% | 4 qtrssince 2019-Q1 | Decreased 0 |
SCHEIN HENRY INC | 5.5M | $365.8M | 2.3% | $61.00 | +9.38% | 4 qtrssince 2019-Q1 | Decreased 0 |
DOLLAR GEN CORP | 2.2M | $346.5M | 2.2% | $106.94 | +31.65% | 4 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INCORPORATED | 1.1M | $324.5M | 2.1% | $253.52 | +13.32% | 4 qtrssince 2019-Q1 | Decreased 0 |
SMITH A O CORP | 6.8M | $323.9M | 2.1% | $41.85 | +0.23% | 4 qtrssince 2019-Q1 | Increased 72 |
UNILEVER N V -NY SHARES | 5.5M | $317.7M | 2.0% | — | — | 4 qtrssince 2019-Q1 | Increased 57 |
BROWN BROTHERS HARRIMAN & CO manages $15.6B across 1108 positions as of Q4 2019. Top holdings: GOOG (5.9%), ORCL (5.4%), BRK/B (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 104 new positions, 261 exits, 256 increased. Top move: AOS (INCREASED, conviction 72). Portfolio: $15.6B across 1108 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