Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).
Industry description
The investment seeks to achieve long-term growth of capital.
The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of equity securities. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have strong, or improving, long-term business characteristics and share prices that do not reflect these favorable fundamental attributes. The fund may invest up to 15% of its net assets in foreign securities, including emerging markets.
Market Cap
The average market capitalization across the Brown Advisory Flexible Equity Inst MF is 1.23T. The market cap for tickers in the group ranges from 89.01B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is KKR at 89.01B.
Volume
The average weekly volume growth across all stocks in the Brown Advisory Flexible Equity Inst MF was -11%. For the same stocks of the MF, the average monthly volume growth was 23% and the average quarterly volume growth was 6%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 67
Price Growth Rating: 34
SMR Rating: 32
Profit Risk Rating: 17
Seasonality Score: -48 (-100 ... +100)