| DELL | Dell Technologies Inc Ordinary Shares - Class C | 4.81% |
| FLEX | Flex Ltd | 4.68% |
| CAH | Cardinal Health Inc | 4.07% |
| PNR | Pentair PLC | 3.59% |
| SW | Smurfit WestRock PLC | 3.51% |
| C | Citigroup Inc | 3.20% |
| CRH | CRH PLC | 3.06% |
| ICLR | Icon PLC | 3.03% |
| BAC | Bank of America Corp | 2.99% |
| SLB | SLB Ltd | 2.95% |
BASV invests in US large-cap companies using a proprietary approach that combines traditional valuation metrics with sustainability analysis. Stock selection targets those who generate stable free cash flow, exhibit strong financials, and trade at a discount to their intrinsic value. Key factors include earnings, cash flows, book value, sales, and growth relative to the companys history, industry, or the broader market. At the same time, integrating sustainability via the Sustainable Cash Flow Advantage (SCFA) framework, focusing on firms with strong practices in workforce management, operational efficiency, and products that drive environmental or social benefits. The fund typically holds 30 to 50 issuers. Up to 20% of the assets may be allocated to foreign securities, including emerging markets. Investments include common and preferred stocks, ADRs, REITs, convertibles, ETFs, BDCs, and private placements. The fund may hold undervalued cyclical companies.
Brown Advisory Sustainable Value ETF · Issued by Brown Advisory
No recent news for BASV. The ingest cron pulls every 15 minutes during market hours.