BROWN ADVISORY INC

Q1 2014 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
3/31/2014
Date filed
5/13/2014
Form type
13F-HR
Num holdings
987
Total value ($000)
$31,381,425
Net value change ($000)
+543,906 (1.8%)
New positions
82
Sold out positions
40
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FAST 410,602 2950.4%
WBD 257,443 225.7%
GILD 145,484 31.0%
TEVA 136,506 18828.4%
ISRG 105,902 15.9%
COVANCE INC 97,320 19.4%
FMC TECHNOLOGIES INC 96,460 18.3%
SLB 85,343 10.4%
EXPRESS SCRIPTS HLDG CO 79,180 8.2%
QCOM 71,497 7.5%
Top Reduces (Value $000, Stocks/ETFs)
ROP -545,399 -97.8%
NTAP -423,150 -89.1%
FLR -176,061 -21.3%
AAPL -175,142 -16.9%
EL -118,375 -18.1%
Alphabet Inc. Class C -93,442 -8.2%
FOSL -52,712 -12.7%
PFE -43,281 -60.2%
SOUTHWESTERN ENERGY CO -42,384 -89.1%
MA -36,516 -15.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,000 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type