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Brown Advisory Sustainable Growth Fund Investor Shares (0P0000WCKT)

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57.150 +0.610    +1.08%
20/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.07B
Brown Advisory Sustainable Growth Fund Investor Sh 57.150 +0.610 +1.08%

0P0000WCKT Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Brown Advisory Sustainable Growth Fund Investor Sh (0P0000WCKT) fund. Our Brown Advisory Sustainable Growth Fund Investor Sh portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.050 1.110 0.060
Shares 98.950 98.950 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 32.273 29.556
Price to Book 6.798 7.458
Price to Sales 6.421 4.998
Price to Cash Flow 22.587 19.092
Dividend Yield 0.646 0.708
5 Years Earnings Growth 13.667 13.263

Sector Allocation

Name  Net % Category Average
Technology 47.410 41.162
Financial Services 18.940 9.505
Consumer Cyclical 12.010 13.976
Industrials 10.280 7.137
Healthcare 6.450 9.765
Communication Services 3.100 12.891
Basic Materials 1.820 1.584

Region Allocation

  • North America
  • Asia
  • Developed Markets

Top Holdings

Number of long holdings: 36

Number of short holdings: 1

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 8.93 181.21 -0.79%
  Microsoft US5949181045 8.62 517.10 +0.06%
  Amazon.com US0231351067 7.81 219.64 +1.46%
  Visa A US92826C8394 4.02 345.75 +0.39%
  KKR & Co US48251W1045 3.82 120.81 +0.58%
  Intuit US4612021034 3.77 666.52 +0.26%
  Arthur J Gallagher US3635761097 3.29 278.00 -0.45%
  Taiwan Semiconductor US8740391003 2.99 296.27 -0.48%
  Charles Schwab US8085131055 2.92 94.93 -0.02%
  Monolithic US6098391054 2.92 1,021.92 -0.94%

Top Equity Funds by Brown Advisory Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Brown Advisory Sustainable Growth I 5.73B 6.37 22.30 16.31
  Brown Advisory Somerset Emgerg Mk 750.02M 22.90 18.14 6.78
  Brown Advisory Small-Cap Fdmtl Val 654.5M 5.34 15.38 9.05
  Brown Advisory WMC Strat Eurp Eq In 650.8M 42.25 31.97 11.66
  Brown Advisory Flexible Equity Inv 582.3M 8.33 24.56 14.72
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