BASV

Brown Advisory$28.65-0.07 (-0.26%)
AUM $216.2MER 0.71%NAV $27.17Holdings

Price Chart

Key Statistics

Previous Close

$28.72

Day Range

$28.65$28.76

52-Week Range

$25.08$29.00

Avg Volume

23.0K

Dividend Yield

0.42%

Expense Ratio

0.71%

AUM

$216.2M

Shares Outstanding

7.1M

ETF Grades

?

Fund Information

Inception Date
Jan 31, 2004
Exchange
NASDAQ
Description
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.

The Brown Advisory Sustainable Value ETF (BASV) is an exchange-traded fund issued by Brown Advisory that launched on Jan 31, 2004. It currently manages $216.2M in assets under management. The fund charges an expense ratio of 0.71%.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
-0.26%
1W
-0.58%
1M
+8.28%
3M
+1.04%
6M
+5.57%
YTD
+2.03%
1Y
+13.35%
3Y
+13.35%
5Y
+13.35%

Moving Averages

20-Day MA

$27.90

Above 20-Day MA
50-Day MA

$27.74

Above 50-Day MA
200-Day MA

$27.21

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$29.00

Current Price

$28.65

52-Week Low

$25.08

$25.08$29.00

Current Yield

0.42%

Annual Dividend

$0.1146

Frequency

1x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.1146Jan 7, 2026

Dividend Payments Over Time

Category Comparison

No category data available for comparison.

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