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 strategy with many promising pairings.

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 the right personnel and a complementary pairing of environmental, social, and governance awareness with more traditional growth-stock investing.

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Portfolio Holdings BASG

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.77 45M
Technology

Microsoft Corp

5.99 31M
Technology

Amazon.com Inc

5.83 30M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.93 25M
Technology

Visa Inc Class A

4.74 24M
Financial Services

Broadcom Inc

4.32 22M
Technology

Alphabet Inc Class C

4.04 21M
Communication Services

Marvell Technology Inc

3.83 20M
Technology

Arista Networks Inc

3.32 17M
Technology

Monolithic Power Systems Inc

3.12 16M
Technology

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