BASV ETF

BASV ETF
$31.84
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Fund Essentials - as of Jun 30, 2026

Net Assets
$429M
Expense Ratio
0.71%
Dividend Yield (Current)
0.37%
Holdings
42
Inception Date
Jun 13, 2025
Fund Family
Brown Advisory
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+12.13%
1 Year+20.75%

Asset Allocation

Stocks: 95.45%
Cash: 4.55%
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Top Holdings

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TickerNameWeight
-Lloydgr G Rp 3.87% 2/2/26 3.87 2026-02-024.55%
CAHCardinal Health Inc.3.92%
SWSmurfit Westrock3.69%
THCTenet Healthcare Corp Common Stock Usd 0.053.50%
DELLDell Technologies Inc3.43%
Top 10 Concentration: 34.67%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
0.37%
Frequency
Annually
Latest Distribution
$0.11
Dec 30, 2025

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

BASV ETF Overview

BASV ETF (Brown Advisory Sustainable Value ETF) is managed by Brown Advisory with $429.3M in net assets. BASV expense ratio is 0.71%, holding 42 positions across sectors including Health Care, Financials, Industrials. Inception date: 2025-06-13.

BASV performance shows a YTD return of 12.13%. The 1-year return is 20.75%. BASV dividend yield stands at 0.37%, paid annually.

BASV top holdings include Lloydgr G Rp 3.87% 2/2/26 3.87 2026-02-02 (4.5%), Cardinal Health Inc. (3.9%), Smurfit Westrock (3.7%), Tenet Healthcare Corp Common Stock Usd 0.05 (3.5%), Dell Technologies Inc (3.4%). Go to all BASV holdings, BASV sectors, or BASV dividends.

BASV can be compared against other funds. Use BASV overlap to find shared positions, or BASV vs another fund for a side-by-side view. BASV alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+1.17%
YTD
+12.13%
1 Year
+20.75%
3 Year
N/A

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

6.6%

of portfolio

AMZNAmazon.Com Inc
3.12%
MSFTMicrosoft Corp
2.32%
GOOGAlphabet Inc. C
1.14%

Top 10 Holdings (34.7% of portfolio)

#TickerNameSectorWeight
1-Lloydgr G Rp 3.87% 2/2/26 3.87 2026-02-02Other4.55%
2CAHCardinal Health Inc.Health Care3.92%
3SWSmurfit WestrockUnknown3.69%
4THCTenet Healthcare Corp Common Stock Usd 0.05Health Care3.50%
5DELLDell Technologies IncInformation Technology3.43%
6BACBank of America Corp.: FinancialsFinancials3.27%
7AMZNAmazon.Com IncConsumer Discretionary3.12%
8SLBSchlumberger Nv.Energy3.11%
9WTW:LNWillis Towers Watson Plc Ordinary SharesIndustrials3.05%
10CCitigroup Inc.Financials3.03%