Brown Advisory Inc.
Brown Advisory is an independent investment management and strategic advisory firm headquartered in Baltimore, Maryland. Founded originally as part of Alex. Brown & Sons, it became fully independent via a management buyout in 1998. The firm serves a global client base including individuals, families, nonprofits, endowments, foundations, institutions, and financial intermediaries. As of late 2023, Brown Advisory managed approximately $147-157 billion in assets and employs over 900 professionals across multiple offices in the US, UK, Europe, and Asia. The firm is majority employee-owned and is recognized for its culture and commitment to client service.
Investment Strategy
Brown Advisory provides active investment management across equity, fixed income, and balanced portfolios, as well as strategic advisory services. The firm emphasizes a client-first approach, tailoring solutions to each client’s needs across discretionary and consultative relationships. It is known for its heritage in growth equities and has expanded significantly into ESG (environmental, social, and governance) investing, launching sustainability-driven strategies in fixed income and equities. Brown Advisory seeks to balance rigorous fundamental research with broader considerations such as market conditions, risk, and long-term impact to deliver first-rate performance and client results.
Top Holdings
Equity Positions (1,343)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.72% | $5.87B | 11,791,167 | $190.01 | $497.41 | +$1.57B |
N NVDA | NVIDIA CORPORATION | 3.62% | $2.75B | 17,382,845 | $22.34 | $157.99 | +$763.8M |
A AMZN | AMAZON COM INC | 3.56% | $2.70B | 12,323,709 | $72.57 | $219.39 | +$152.2M |
V V | VISA INC | 3.36% | $2.55B | 7,195,185 | $168.34 | $355.05 | +$165.3M |
I INTU | INTUIT | 3.15% | $2.39B | 3,038,509 | $302.78 | $787.63 | +$278.3M |