- What are the top holdings of BAFWX?
- Brown Advisory Sustainable Growth I holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does BAFWX have?
- BAFWX holds — positions as reported by the fund's most recent disclosure.
- What sectors does BAFWX invest in?
- Brown Advisory Sustainable Growth I (BAFWX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is BAFWX most exposed to?
- BAFWX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is BAFWX a US-only fund?
- The country allocation card on this page shows BAFWX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does BAFWX invest in?
- The Brown Advisory Sustainable Growth I fund primarily dedicates its capital, allocating a minimum of 80% of its total assets (including any borrowed funds), to equity investments in U.S.-based companies that demonstrate strong sustainable practices. The portfolio predominantly targets established medium and large capitalization firms. Brown Advisory LLC, serving as the Adviser, carefully selects these companies based on three key criteria: 1. They must exhibit robust financial health and sound business models, positioning them to outperform competitors and achieve above-average earnings growth across various market conditions. 2. A crucial factor is their capacity to effectively integrate and leverage Sustainable Business Advantages within their operations. 3. Finally, the Adviser seeks companies with attractive valuations, ensuring a compelling investment proposition.
