Long-term investor
Brown Advisory Inc. @brownadvisoryinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001345929).
Record
- Tracked since 2025-06-30 (448 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +4.5% · all +4.5%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 4.9% · long · since 2025-06-30
- TSM · 4.4% · long · since 2025-06-30
- 02079K107 · 4.3% · long · since 2025-06-30
- V · 3.8% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- MA · 2.7% · long · since 2025-06-30
- 00775Y322 · 2.5% · long · since 2025-06-30
- 464287200 · 2.3% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- AAPL · 1.8% · long · since 2025-06-30
- 369604301 · 1.4% · long · since 2025-06-30
- 87975E826 · 1.3% · long · since 2025-09-30