The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Intuit (NASDAQ:INTU), SERVICENOW (NYSE:NOW), American Tower Corp (NYSE:AMT).
The investment seeks to achieve capital appreciation.
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have the fundamental strengths (strong financials and business models) to outperform their peers and deliver above-average earnings growth over a market cycle, (2) effectively implement Sustainable Business Advantages, and (3) have attractive valuations.
The average market capitalization across the Brown Advisory Sustainable Growth Adv MF is 534.2B. The market cap for tickers in the group ranges from 93.8B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is AMT at 93.8B.
The average weekly volume growth across all stocks in the Brown Advisory Sustainable Growth Adv MF was 82%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -22%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 78
P/E Growth Rating: 39
Price Growth Rating: 27
SMR Rating: 41
Profit Risk Rating: 19
Seasonality Score: -11 (-100 ... +100)