Morningstar

Brown Advisory Sustainable Value ETF BASV

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BASV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BASV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BASV’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Automated Analysis
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Portfolio Holdings BASV

More BASV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

5.06 21M
Cash and Equivalents

Amazon.com Inc

4.19 17M
Consumer Cyclical

Cardinal Health Inc

4.13 17M
Healthcare

Microsoft Corp

4.07 17M
Technology

Tenet Healthcare Corp

4.05 17M
Healthcare

Becton Dickinson & Co

3.74 16M
Healthcare

Willis Towers Watson PLC

3.36 14M
Financial Services

Smurfit WestRock PLC

3.12 13M
Consumer Cyclical

Unilever PLC ADR

3.05 13M
Consumer Defensive

Pentair PLC

3.01 13M
Industrials

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