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Brown Advisory Sustainable Growth I BAFWX

Medalist Rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 53.43  /  0.00
  • Total Assets 9.9 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.01%
  • Turnover 13%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BAFWX

Will BAFWX outperform in future?

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

Turning ESG insights to its advantage.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Brown Advisory Sustainable Growth (and its Irish UCITS version) has established managers who effectively blend growth-stock investing with environmental, social, and governance (or ESG) thinking.

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Portfolio Holdings BAFWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.46 835.3 Mil
Technology

Microsoft Corp

6.43 634.9 Mil
Technology

Amazon.com Inc

5.64 556.7 Mil
Consumer Cyclical

Intuit Inc

4.53 447.2 Mil
Technology

Visa Inc Class A

4.35 429.2 Mil
Financial Services

ServiceNow Inc

3.87 382.6 Mil
Technology

Alphabet Inc Class A

3.55 351.0 Mil
Communication Services

Danaher Corp

3.38 333.7 Mil
Healthcare

Uber Technologies Inc

3.04 300.5 Mil
Technology

Edwards Lifesciences Corp

2.97 293.2 Mil
Healthcare