BROWN ADVISORY INC

Q4 2020 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
12/31/2020
Date filed
2/12/2021
Form type
13F-HR
Num holdings
1,013
Total value ($000)
$56,347,531
Net value change ($000)
+7,939,419 (16.4%)
New positions
93
Sold out positions
40
Turnover %
2.3%
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 Q3 2020
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)
NOW 495,510 189.2%
ADSK 376,026 41.5%
SHOP 293,141 90.8%
CDNS 276,217 NEW
MTCH 258,407 83.7%
INTU 237,808 21.8%
GOOGL 228,642 21.4%
EW 226,464 22.4%
MSFT 225,129 10.4%
V 211,867 23.6%
Top Reduces (Value $000, Stocks/ETFs)
CRM -605,487 -91.1%
GRIZZLY MERGER SUB 1, LLC -227,539 -100.0%
G -125,488 -18.0%
BABA -118,157 -21.2%
SBAC -100,476 -11.9%
TJX -85,452 -36.5%
National General Holdings Corp. -53,847 -100.0%
MODVQ -42,552 -100.0%
TYL -35,134 -18.9%
DXCM -33,649 -5.5%
Instrument mix + QoQ Δ (ex-options)
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