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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Wcm Investment Management, Llc ⇄ Brown Advisory Inc

60Shared positions
8.4%Name overlap (Jaccard)
15+Only Wcm…
15+Only Brown…

Shared holdings · Q2 2026

SecurityWcm Investment… weightBrown Advisory Inc weight
TSM Taiwan Semiconductor… 7.6% 4.4%
STX Seagate Technology… 9.3% 0.0%
MSFT Microsoft Corporation 1.3% 4.9%
ASML ASML Holding N.V. 4.9% 1.0%
V Visa Inc. 1.3% 3.8%
AMZN Amazon.com, Inc. 2.8% 2.3%
GOOG Alphabet Inc. 0.6% 4.3%
NVDA NVIDIA Corporation 1.7% 3.2%
PM Philip Morris… 3.4% 0.0%
APP AppLovin Corporation 3.4% 0.0%
SPOT Spotify Technology S.A. 2.4% 0.7%
LIN Linde plc 3.0% 0.1%
GLW Corning Inc 2.8% 0.1%
META Meta Platforms, Inc. 1.9% 0.7%
FERG Ferguson plc 1.8% 0.7%
GE GE Aerospace 1.1% 1.4%
CP Canadian Pacific Kansas… 2.4% 0.0%
ACGL Arch Capital Group Ltd. 2.1% 0.2%
ILMN Illumina, Inc. 2.0% 0.2%
WDC Western Digital… 1.9% 0.0%
CAH Cardinal Health, Inc. 1.8% 0.1%
NU Nu Holdings Ltd. 1.8% 0.0%
GOOGL Alphabet Inc. 0.6% 1.1%
MDT Medtronic plc 1.6% 0.0%
WCN Waste Connections, Inc. 1.1% 0.4%
AJG Arthur J. Gallagher & Co. 1.0% 0.4%
CTVA Corteva, Inc. 1.4% 0.0%
WELL Welltower Inc. 1.4% 0.0%
MCK McKesson Corporation 1.3% 0.0%
VTR Ventas, Inc. 1.3% 0.0%
CHRW C.H. Robinson Worldwide… 1.2% 0.0%
AON Aon plc 1.1% 0.0%
VRTX Vertex Pharmaceuticals… 1.0% 0.0%
MELI MercadoLibre, Inc. 0.0% 0.6%
NVS Novartis AG 0.5% 0.0%
MDLN Medline Inc. 0.5% 0.0%
FIX Comfort Systems USA, Inc. 0.5% 0.0%
HOOD Robinhood Markets, Inc. 0.5% 0.0%
AZN AstraZeneca PLC 0.5% 0.0%
CNQ Canadian Natural… 0.4% 0.0%
KLAC KLA Corporation 0.0% 0.4%
TPR Tapestry, Inc. 0.4% 0.0%
TRP TC Energy Corporation 0.3% 0.0%
SHOP Shopify Inc. 0.0% 0.3%
NGG National Grid plc 0.3% 0.0%
ACWI iShares MSCI ACWI ETF 0.1% 0.2%
BTI British American Tobacco… 0.3% 0.0%
LLY Eli Lilly and Company 0.0% 0.2%
SLB Slb N.V. 0.1% 0.1%
CLS Celestica Inc. 0.2% 0.0%
AS Amer Sports, Inc. 0.0% 0.2%
NOVT Novanta Inc. 0.1% 0.1%
EFA iShares MSCI EAFE ETF 0.0% 0.2%
AIT Applied Industrial… 0.1% 0.1%
TECH Bio-Techne Corporation 0.0% 0.1%
SONY Sony Group Corporation 0.2% 0.0%
AAON AAON, Inc. 0.1% 0.1%
GH Guardant Health, Inc. 0.0% 0.1%
BN Brookfield Corporation 0.1% 0.0%
SITM SiTime Corporation 0.0% 0.1%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology