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BASG - ETF AI Analysis

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BASG

Brown Advisory Sustainable Growth ETF (BASG)

Rating:72Outperform
Price Target:
BASG, the Brown Advisory Sustainable Growth ETF, earns a solid overall rating thanks to large positions in high-quality growth names like Microsoft, Nvidia, and TSMC, which benefit from strong financial performance and leadership in cloud computing and AI technologies. These strengths are partly offset by holdings such as Spotify and Carrier Global, where bearish technical trends, valuation concerns, and business challenges in areas like advertising and residential markets introduce added risk. The fund is also notably exposed to the technology and AI-related sector, which can increase volatility if growth expectations or valuations come under pressure.
Positive Factors
Strong Growth-Oriented Leaders
Several of the largest holdings, including major technology and e-commerce companies, have shown strong recent performance that supports the fund’s returns.
Focused but Spread Across Multiple Sectors
While technology is the largest slice of the portfolio, the fund also invests in financials, industrials, consumer, health care, communications, and materials, which helps spread risk across different parts of the economy.
Meaningful Fund Size
The fund manages a sizable pool of assets, which can support trading liquidity and ongoing fund operations for investors.
Negative Factors
High Technology Concentration
Nearly half of the portfolio is in technology stocks, so a downturn in that sector could have a big impact on the fund.
Mixed Performance Among Top Holdings
Some of the largest positions have recently shown weak or lagging performance, which has weighed on the fund’s year-to-date results.
Higher-Than-Average Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.

BASG vs. SPDR S&P 500 ETF (SPY)

BASG Summary

The Brown Advisory Sustainable Growth ETF (BASG) is an actively managed fund that invests in U.S. companies with strong growth potential while paying attention to environmental and ethical practices. It doesn’t track a specific index, but focuses on the total U.S. stock market with a tilt toward growth, especially in technology and finance. Well-known holdings include Nvidia and Microsoft, along with other innovative businesses. Someone might invest in BASG for long-term growth and diversification in companies aiming to be both profitable and responsible. A key risk is that it is heavily tilted toward tech stocks, so its price can swing a lot with that sector.
How much will it cost me?The Brown Advisory Sustainable Growth ETF (BASG) has an expense ratio of 0.61%, which means you’ll pay $6.10 per year for every $1,000 invested. This is higher than average because it is actively managed, meaning professionals are selecting investments rather than following a passive index.
What would affect this ETF?The Brown Advisory Sustainable Growth ETF (BASG) could benefit from continued innovation and demand in the technology sector, which makes up nearly half of its portfolio, as well as strong performance from top holdings like Microsoft and Nvidia. However, it may face challenges from rising interest rates, which can negatively impact growth-focused investments, and economic slowdowns that could affect consumer spending and financial services. Additionally, its focus on U.S. companies means it is more exposed to domestic economic and regulatory changes.

BASG Top 10 Holdings

BASG is leaning hard into U.S.-listed growth and the AI boom, with Nvidia, Broadcom, and Monolithic Power acting as the fund’s main engines, all rising solidly on enthusiasm for chips and data centers. Microsoft and Amazon add more Big Tech firepower, though Microsoft’s recent stretch has been more mixed, taking a bit of shine off the top. Visa and Spotify are comparatively steady to lagging, keeping financials and communications from fully keeping pace with the tech leaders. Overall, this is a tech-heavy, growth-first story with a global revenue footprint but U.S. market exposure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia8.87%$42.29M$5.23T84.48%
76
Outperform
Amazon7.75%$36.97M$2.93T41.24%
71
Outperform
Microsoft7.19%$34.30M$3.08T-5.38%
79
Outperform
Broadcom5.48%$26.14M$2.04T106.53%
76
Outperform
TSMC4.90%$23.37M$1.90T133.22%
81
Outperform
Visa4.30%$20.52M$600.64B-9.57%
70
Outperform
Datadog3.42%$16.31M$70.61B85.54%
69
Neutral
Monolithic Power2.80%$13.37M$78.65B151.00%
75
Outperform
Marvell2.77%$13.21M$148.77B185.21%
76
Outperform
West Pharmaceutical Services2.75%$13.11M$23.03B52.97%
68
Neutral

BASG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
23.93
Positive
100DMA
24.47
Positive
200DMA
25.38
Positive
Market Momentum
MACD
0.48
Negative
RSI
69.92
Neutral
STOCH
91.69
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BASG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.04, equal to the 50-day MA of 23.93, and equal to the 200-day MA of 25.38, indicating a bullish trend. The MACD of 0.48 indicates Negative momentum. The RSI at 69.92 is Neutral, neither overbought nor oversold. The STOCH value of 91.69 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BASG.

BASG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$472.15M0.61%
72
Outperform
$873.28M0.59%
74
Outperform
$544.09M0.49%
71
Outperform
$394.15M0.45%
71
Outperform
$167.19M0.45%
74
Outperform
$137.48M0.35%
75
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BASG
Brown Advisory Sustainable Growth ETF
25.74
0.53
2.10%
LSGR
Natixis Loomis Sayles Focused Growth ETF
GQGU
GQG US Equity ETF
FDG
American Century Focused Dynamic Growth ETF
GSGO
Goldman Sachs Growth Opportunities ETF
GQQQ
Astoria US Quality Growth Kings ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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