BROWN ADVISORY Financial Statements From 2010 to 2022

BADAX
 Fund
  

USD 14.81  0.01  0.07%   

BROWN ADVISORY financial statements provide useful quarterly and yearly information to potential BROWN ADVISORY EQUITY investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on BROWN ADVISORY financial statements helps investors assess BROWN ADVISORY's valuation, profitability, and current liquidity needs.
BROWN ADVISORY EQUITY does not now have any fundamental signals for analysis.
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Check BROWN ADVISORY financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among BROWN main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . BROWN financial statements analysis is a perfect complement when working with BROWN ADVISORY Valuation or Volatility modules. It can also supplement various BROWN ADVISORY Technical models . Continue to the analysis of BROWN ADVISORY Correlation against competitors.

BROWN Equity Positions Weight Analysis

BROWN ADVISORY's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stock Percentage 
 = 
% of Equities 
 
in the fund 
More About Equity Positions Weight | All Equity Analysis

Current BROWN ADVISORY Equity Positions Weight

    
  95.03 %  
Most of BROWN ADVISORY's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BROWN ADVISORY EQUITY is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Compare to competition

BROWN ADVISORY Equity Positions Weight Component Assessment

According to the company disclosure, BROWN ADVISORY EQUITY has an Equity Positions Weight of 95%. This is much higher than that of the Brown Advisory Funds family and significantly higher than that of the Large Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.

BROWN ADVISORY EQUITY Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining BROWN ADVISORY's current stock value. Our valuation model uses many indicators to compare BROWN ADVISORY value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across BROWN ADVISORY competition to find correlations between indicators driving BROWN ADVISORY's intrinsic value. More Info.
BROWN ADVISORY EQUITY is the top fund in price to sales among similar funds. It is the top fund in net asset among similar funds making up about  51,530,201  of Net Asset per Price to Sales. . Comparative valuation analysis is a catch-all model that can be used if you cannot value BROWN ADVISORY by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for BROWN ADVISORY's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the BROWN ADVISORY's earnings, one of the primary drivers of an investment's value.

About BROWN ADVISORY Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include BROWN ADVISORY income statement, its balance sheet, and the statement of cash flows. BROWN ADVISORY investors use historical funamental indicators, such as BROWN ADVISORY's revenue or net income, to determine how well the company is positioned to perform in the future. Although BROWN ADVISORY investors may use each financial statement separately, they are all related. The changes in BROWN ADVISORY's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on BROWN ADVISORY's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on BROWN ADVISORY Financial Statements. Understanding these patterns can help to make the right decision on long term investment in BROWN ADVISORY. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of the value of its net assets in a diversified portfolio of dividend paying equity securities. Brown Advisory is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards BROWN ADVISORY in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, BROWN ADVISORY's short interest history, or implied volatility extrapolated from BROWN ADVISORY options trading.

Pair Trading with BROWN ADVISORY

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BROWN ADVISORY position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BROWN ADVISORY will appreciate offsetting losses from the drop in the long position's value.

Moving together with BROWN ADVISORY

+0.96VFINXVANGUARD 500 INDEX Low VolatilityPairCorr
+0.87VFFSXVANGUARD 500 INDEX Low VolatilityPairCorr
+0.96VFIAXVANGUARD 500 INDEX Low VolatilityPairCorr
+0.85WMTWalmart TrendingPairCorr
The ability to find closely correlated positions to BROWN ADVISORY could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BROWN ADVISORY when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BROWN ADVISORY - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BROWN ADVISORY EQUITY to buy it.
The correlation of BROWN ADVISORY is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BROWN ADVISORY moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BROWN ADVISORY EQUITY moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for BROWN ADVISORY can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to the analysis of BROWN ADVISORY Correlation against competitors. Note that the BROWN ADVISORY EQUITY information on this page should be used as a complementary analysis to other BROWN ADVISORY's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for BROWN Mutual Fund analysis

When running BROWN ADVISORY EQUITY price analysis, check to measure BROWN ADVISORY's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy BROWN ADVISORY is operating at the current time. Most of BROWN ADVISORY's value examination focuses on studying past and present price action to predict the probability of BROWN ADVISORY's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move BROWN ADVISORY's price. Additionally, you may evaluate how the addition of BROWN ADVISORY to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between BROWN ADVISORY's value and its price as these two are different measures arrived at by different means. Investors typically determine BROWN ADVISORY value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BROWN ADVISORY's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.