BROWN ADVISORY INC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,322 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.4M | $4.3B | 6.1% | $189.79 | +98.53% | 26 qtrssince 2018-Q4 | Increased 62 |
AMAZON.COM INC | 13.4M | $2.6B | 3.6% | $114.10 | +68.91% | 26 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 6.8M | $2.4B | 3.4% | $179.60 | +92.92% | 26 qtrssince 2018-Q4 | Decreased 0 |
INTUIT INC | 3.4M | $2.1B | 3.0% | $319.32 | +86.29% | 26 qtrssince 2018-Q4 | Increased 63 |
NVIDIA CORP | 18.3M | $2B | 2.8% | $110.48 | -0.75% | 26 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INC - A | 3.2M | $1.7B | 2.5% | $274.28 | +95.97% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 9.5M | $1.5B | 2.1% | $103.33 | +50.61% | 26 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 4.9M | $1.4B | 2.0% | $158.82 | +64.90% | 26 qtrssince 2018-Q4 | Decreased 0 |
KKR & CO INC | 10.3M | $1.2B | 1.7% | — | — | — | — |
GENERAL ELECTRIC CO COM STOCK | 5.9M | $1.2B | 1.7% | $119.89 | +66.08% | 26 qtrssince 2018-Q4 | Decreased 0 |
MARVELL TECHNOLOGY INC | 19.3M | $1.2B | 1.7% | $61.49 | +0.55% | 16 qtrssince 2021-Q2 | Increased 51 |
ALPHABET INC-CL A | 6.8M | $1.1B | 1.5% | $100.07 | +53.80% | 26 qtrssince 2018-Q4 | Decreased 0 |
ADVISORS INNER CIRCLE FD III | 43.1M | $1B | 1.5% | $24.91 | -4.27% | 2 qtrssince 2024-Q4 | Increased 55 |
SERVICENOW INC | 1.3M | $1B | 1.5% | $104.26 | +53.03% | 26 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 4.5M | $1B | 1.4% | $94.24 | +134.26% | 26 qtrssince 2018-Q4 | Decreased 0 |
UBER TECHNOLOGIES INC | 13.6M | $990.3M | 1.4% | $49.59 | +46.70% | 22 qtrssince 2019-Q4 | Decreased 0 |
ARTHUR J GALLAGHER & CO | 2.8M | $963.2M | 1.4% | $233.87 | +44.72% | 26 qtrssince 2018-Q4 | Decreased 0 |
INTUITIVE SURGICAL INC | 1.6M | $813.1M | 1.2% | $353.96 | +38.95% | 26 qtrssince 2018-Q4 | Decreased 0 |
AUTODESK INC | 3M | $782M | 1.1% | $209.11 | +25.12% | 26 qtrssince 2018-Q4 | Decreased 0 |
WORKDAY INC-CLASS A | 3.3M | $774.3M | 1.1% | $244.81 | -2.58% | 26 qtrssince 2018-Q4 | Decreased 0 |
BROWN ADVISORY INC manages $70B across 1322 positions as of Q1 2025. Top holdings: MSFT (6.1%), AMZN (3.6%), V (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 109 new positions, 118 exits, 411 increased. Top move: INTU (INCREASED, conviction 63). Portfolio: $70.0B across 1322 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