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Ken Stuzi — Institutional Investor Profile | Buyside Digest

Ken Stuzi

Institutional Investor • Brown Advisory Large-Cap Growth Strategy

Value

$0M

Stocks

37 Stocks

Turnover

0.0%

CIK

0001345929EDGAR ↗

Website ↗

Top Holdings

AMZN(6.97%) ENZL(6.82%) 2330(5.50%) MSFT(5.09%) V(4.84%)

About Investor

Kenneth M. Stuzin, CFA, has served as Portfolio Manager of the Large-Cap Growth Strategy since its inception on June 30, 1996. Brown Advisory is an independent, employee-owned investment management firm founded in 1993 that became fully independent in 1998 following a management buyout. The firm has over 1,000 equity partners with no single owner holding more than 5% equity, employs over 900 professionals worldwide, and operates 18 offices globally including Baltimore, Boston, New York, San Francisco, London, Frankfurt, Singapore, and Tokyo. The firm manages $121.9 billion in total assets as of December 31, 2024, serving 4,063 clients with a focus on institutional investors, private clients, and intermediary platforms. Brown Advisory maintains a Morningstar Parent Rating of Above Average and claims compliance with Global Investment Performance Standards.

Investor Philosophy

Investment philosophy details pending verification.

Ken Stuzi Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$1371.9M	7.0%	No Change
ENZL	None	ISHARES TR	Industrials	$1341.3M	6.8%	No Change
2330	None	Taiwan Semiconductor Manufacturing Company Limited	General	$1081.5M	5.5%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$1001.1M	5.1%	No Change
V	None	Visa Inc.	Financials	$952.6M	4.8%	No Change
AAPL	None	Apple Inc.	Information Technology	$903.2M	4.6%	No Change
MA	None	Mastercard Incorporated	Financials	$823.8M	4.2%	No Change
VTI	None	Vanguard Total Stock Market Index Fund ETF Shares	General	$728.1M	3.7%	No Change
SPY	None	SPDR S&P 500 ETF Trust	General	$666.8M	3.4%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$658.9M	3.4%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Information Technology27.6%

Financials17.6%

Industrials14.9%

General14.8%

Consumer Discretionary10.1%

Sector	Stocks	Value	Exposure
Information Technology	11	$5429.4M	27.6%
Financials	7	$3464.3M	17.6%
Industrials	5	$2926.4M	14.9%
General	4	$2905.2M	14.8%
Consumer Discretionary	3	$1993.3M	10.1%
Health Care	4	$1509.3M	7.7%
Communication Services	3	$1449.8M	7.4%