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.
Brown Advisory Sustainable Value ETF BASV
Morningstar’s Analysis BASV
Will BASV 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 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 |