Brown Advisory Flexible Equity Fund
Shareclass
Brown Advisory Flexible Equity Inst (BAFFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Brown Advisory Flexible Equity Fund
FUND COVERAGE
# of holdings44
% of assets92%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp1.8%$18.79M
- 2. Mondelez International Inc Class A1.35%$14.09M
- 3. Mastercard Inc Class A4.39%$45.78M
- 4. Uber Technologies Inc1.58%$16.47M
- 5. Autodesk Inc1.5%$15.69M
- 6. Microsoft Corp7.39%$77.15M
- 7. Illumina Inc0.84%$8.8M
- 8. GE Aerospace1.55%$16.12M
- 9. Intuit Inc2.49%$25.97M
- 10. Workday Inc Class A1.01%$10.56M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc Ordinary Shares0.72%$7.47M
- 2. Berkshire Hathaway Inc Class B3.65%$38.06M
- 3. Align Technology Inc0.67%$7.04M
- 4. Marvell Technology Inc0.81%$8.48M
- 5. Charles Schwab Corp1.57%$16.37M
- 6. KKR & Co Inc Ordinary Shares3.9%$40.74M
- 7. United Rentals Inc2.62%$27.35M
- 8. Booking Holdings Inc2.49%$25.96M
- 9. First Citizens BancShares Inc Class A1.78%$18.54M
- 10. Amer Sports Inc1.64%$17.1M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Brown Advisory Flexible Equity Fund
Totals
Holdings
Assets
Weight
Prisons
6
$242.06M
23%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$187.67M
18%
Borders high risk
0
$0
0%
Total
6
$242.06M
23%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$77.15M
7.39%
2.
Amazon.com Inc
:$43.66M
4.18%
3.
Berkshire Hathaway Inc Class B
$38.06M
3.65%
4.
Alphabet Inc Class A
:$34.63M
3.32%
5.
Alphabet Inc Class C
:$32.22M
3.09%
6.
Elevance Health Inc
$16.34M
1.57%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Brown Advisory Flexible Equity Fund BAFFX
Environment
Social
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