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BASV · Brown Advisory Sustainable Value ETF ETF

ADVISORS' INNER CIRCLE III

SEC fund profile
$31.90 0.00% At close · Sep 4
Net assets $408,441,603
Holdings42
1 month
-0.28%
Year to date
+14.88%
52-week range
$26.15–$32.30
30-session avg volume
14,510

Market performance

Adjusted close · up to five years

Since Jun 2025

Fund profile

Structure
Open-end / ETF
SEC series
S000092069
Report date
Jun 30, 2026
Holdings coverage
Full reported portfolio

Portfolio concentration

Top 10 holdings35.86%

Calculated only when the SEC filing is stored with complete portfolio coverage.

Asset allocation

EC96.16%

Country allocation

US96.16%

Portfolio holdings

Latest linked SEC Form NPORT-P report.

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HoldingValueWeight
DELL TECHNOLOGIES INC.$19,630,1364.81%
FLEX LTD.$19,102,0564.68%
CARDINAL HEALTH, INC.$16,602,1184.06%
PENTAIR PUBLIC LIMITED COMPANY$14,641,5233.58%
SMURFIT WESTROCK PUBLIC LIMITED COMPANY$14,308,6813.50%
CITIGROUP INC.$13,045,5323.19%
CRH PUBLIC LIMITED COMPANY$12,501,1313.06%
ICON PUBLIC LIMITED COMPANY$12,364,8523.03%
BANK OF AMERICA CORPORATION$12,206,3702.99%
SLB N.V.$12,061,1802.95%
TENET HEALTHCARE CORPORATION$11,407,3902.79%
UNILEVER PLC$11,314,5242.77%
WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY$10,965,2562.68%
AMERICAN INTERNATIONAL GROUP, INC.$10,852,1642.66%
CONSTELLATION ENERGY CORPORATION.$10,803,1022.64%
T-MOBILE US, INC.$10,701,8452.62%
FERGUSON ENTERPRISES INC.$10,288,0182.52%
CBRE GROUP, INC.$9,837,2192.41%
BECTON, DICKINSON AND COMPANY$9,693,1402.37%
AMAZON.COM, INC.$9,344,3582.29%
APPLIED MATERIALS, INC.$9,297,0572.28%
THE COOPER COMPANIES, INC.$9,256,3272.27%
ELEVANCE HEALTH, INC.$9,212,2952.26%
SANOFI SA$8,963,9752.19%
THE CHARLES SCHWAB CORPORATION$8,419,8222.06%
TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY$8,350,2112.04%
NXP Semiconductors N.V.$7,875,0231.93%
LABCORP HOLDINGS INC.$7,804,1601.91%
TD SYNNEX CORPORATION$7,317,6301.79%
Mondelez International, Inc.$6,379,1161.56%
WEATHERFORD INTERNATIONAL PUBLIC LIMITED COMPANY$5,676,7201.39%
EXPEDIA GROUP, INC.$5,539,2901.36%
WASTE CONNECTIONS, INC.$5,364,2511.31%
ALPHABET INC.$5,148,3711.26%
WYNDHAM HOTELS & RESORTS, INC.$4,895,0431.20%
MASCO CORPORATION$4,782,9291.17%
CISCO SYSTEMS, INC.$4,696,0511.15%
FIDELITY NATIONAL INFORMATION SERVICES, INC.$4,624,0371.13%
GILEAD SCIENCES, INC.$4,584,2471.12%
HONEYWELL INTERNATIONAL INCORPORATION$4,432,3241.09%
HONEYWELL AEROSPACE INC.$4,376,5001.07%
KKR & CO. INC.$4,110,9181.01%