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.
Brown Advisory Sustainable Growth ETF BASG
Morningstar’s Analysis BASG
Will BASG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |