BROWN ADVISORY INC

Q2 2021 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
6/30/2021
Date filed
7/29/2021
Form type
13F-HR
Num holdings
1,071
Total value ($000)
$66,338,044
Net value change ($000)
+7,851,888 (13.4%)
New positions
74
Sold out positions
84
Turnover %
3.2%
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 Q1 2021
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)
MRVL 575,718 NEW
CHWY 471,465 137855.3%
PINS 443,996 1117.3%
MSFT 380,047 14.6%
NVDA 361,951 4056.4%
INTU 318,880 23.8%
ADBE 301,746 27.2%
EW 293,832 25.0%
GOOGL 227,295 15.2%
AMZN 215,742 14.1%
Top Reduces (Value $000, Stocks/ETFs)
Marvell Technology Group -472,011 -100.0%
HAIN -149,404 -63.4%
DHR -109,877 -9.9%
DLTR -84,124 -79.5%
MMS -80,018 -99.6%
BALL -71,397 -65.1%
ADI -69,505 -13.6%
IVV -39,357 -9.6%
ASPENTECH Corp -38,175 -93.2%
ARES -35,158 -96.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 62 (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