Morningstar

Brown Advisory Sustainable Growth ETF BASG

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BASG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BASG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BASG’s parent organization’s priorities and whether they’re in line with investors’ interests.

Amid its toughest stretch in years, it’s still got some promise.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Brown Advisory Sustainable Growth (available as a US mutual fund, an Irish UCITS, and an exchange-traded fund) has established managers who effectively blend growth-stock investing with environmental, social, and governance thinking in ways that should help the strategy through a recent rough patch. That said, changes to Morningstar’s assessment of excess return opportunity mean that many of this strategy's Morningstar Medalist Ratings have changed with this update even in the absence of substantial changes to pillar ratings or fund costs.

by Tony Thomas
Rated on Published on

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Portfolio Holdings BASG

More BASG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.36 42M
Technology

Amazon.com Inc

6.84 35M
Consumer Cyclical

Broadcom Inc

4.91 25M
Technology

Visa Inc Class A

4.84 25M
Financial Services

Microsoft Corp

4.78 24M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.66 24M
Technology

Cash

3.58 18M
Cash and Equivalents

Alphabet Inc Class C

3.43 17M
Communication Services

Spotify Technology SA

3.01 15M
Communication Services

Snowflake Inc Ordinary Shares

2.90 15M
Technology

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