Brown Advisory Sustainable Growth ETF BASG

Medalist Rating as of | See Brown Advisory Investment Hub

Morningstar’s Analysis BASG

Will BASG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A surprising change weakens the case a bit.

Principal Tony Thomas

Tony Thomas

Principal

Summary

A key comanager's unexpected departure from Brown Advisory Sustainable Growth (available as a US mutual fund, an Irish UCITS, an exchange-traded fund, or in separate accounts) drops its People rating to Average from Above Average, but Brown Advisory is taking steps to shore things up.

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Portfolio Holdings BASG

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.35 43M
Technology

Microsoft Corp

7.15 37M
Technology

Visa Inc Class A

5.32 27M
Financial Services

Amazon.com Inc

4.92 25M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.59 24M
Technology

Broadcom Inc

4.21 22M
Technology

Alphabet Inc Class C

3.95 20M
Communication Services

Spotify Technology SA

3.22 17M
Communication Services

Cintas Corp

3.21 17M
Industrials

Marvell Technology Inc

3.21 17M
Technology

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