Brown Advisory Sustainable Growth Fund
Shareclass
Brown Advisory Sustainable Growth I (BAFWX)
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 Sustainable Growth Fund
FUND COVERAGE
# of holdings34
% of assets96%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Uber Technologies Inc2.45%$208.29M
- 2. Microsoft Corp8.62%$734.18M
- 3. Ecolab Inc1.8%$153.48M
- 4. GE Aerospace2.31%$196.76M
- 5. Intuit Inc3.77%$321.3M
- 6. Workday Inc Class A0.55%$46.86M
- 7. ServiceNow Inc2.82%$239.97M
- 8. Equifax Inc1.53%$130.54M
- 9. Visa Inc Class A4.02%$342.15M
- 10. Airbnb Inc Ordinary Shares - Class A2.22%$189.18M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg1.23%$104.42M
- 2. Snowflake Inc Ordinary Shares1.69%$143.56M
- 3. The Trade Desk Inc Class A1.39%$118.82M
- 4. West Pharmaceutical Services Inc2.13%$181.61M
- 5. Marvell Technology Inc2.41%$205.21M
- 6. Cadence Design Systems Inc2.34%$199.04M
- 7. Charles Schwab Corp2.92%$248.7M
- 8. KKR & Co Inc Ordinary Shares3.82%$325.22M
- 9. Datadog Inc Class A2.34%$199.07M
- 10. Arthur J. Gallagher & Co3.29%$280.38M
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 Sustainable Growth Fund
Totals
Holdings
Assets
Weight
Prisons
2
$1.4B
16%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$1.53B
18%
Borders high risk
0
$0
0%
Total
3
$1.53B
18%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$734.18M
8.62%
2.
Amazon.com Inc
:$665.34M
7.81%
3.
Equifax Inc
:$130.54M
1.53%
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 Sustainable Growth Fund BAFWX
Environment
Social
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