Brown Advisory Sustainable Value ETF BASV

Medalist Rating as of | See Brown Advisory Investment Hub

Morningstar’s Analysis BASV

Will BASV outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brown Advisory Sustainable Value ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings BASV

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

4.40 18M
Cash and Equivalents

Amazon.com Inc

4.27 17M
Consumer Cyclical

Tenet Healthcare Corp

3.91 16M
Healthcare

Cardinal Health Inc

3.86 16M
Healthcare

Microsoft Corp

3.68 15M
Technology

Dell Technologies Inc Ordinary Shares - Class C

3.48 14M
Technology

Becton Dickinson & Co

3.47 14M
Healthcare

Willis Towers Watson PLC

3.09 12M
Financial Services

Smurfit WestRock PLC

3.04 12M
Consumer Cyclical

Citigroup Inc

2.99 12M
Financial Services

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