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BBHL - ETF AI Analysis
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BBH Select Large Cap ETF (BBHL)
Rating:70Outperform
Price Target:―
Positive Factors
Leading Large-Cap Holdings
The ETF holds several well-known, financially strong companies, which can provide stability and long-term growth potential.
Technology and Semiconductor Strength
Some of the largest technology and semiconductor positions have shown strong recent performance, helping support the fund’s overall returns.
Broad Sector Mix
Exposure across multiple sectors such as technology, financials, consumer, health care, and industrials helps reduce the impact if any one industry struggles.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Concentration in Top Holdings
A meaningful share of the portfolio is tied up in a small group of large positions, increasing the impact if any of these companies perform poorly.
Heavy U.S. and Technology Focus
The ETF is heavily tilted toward U.S. stocks and the technology sector, which can increase risk if U.S. markets or tech stocks experience a downturn.
BBHL vs. SPDR S&P 500 ETF (SPY)
AUM478.28M
RegionGlobal
Expense Ratio0.71%
Beta1.01
IssuerBBH
Inception DateNov 17, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume77,378
30 Day Avg. Volume61,718
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
19.21Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering42
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBHL Summary
BBH Select Large Cap ETF (BBHL) is an actively managed fund that focuses on large, well-established companies, mainly in the U.S., rather than tracking a specific index. It invests across many sectors, with a big tilt toward technology and financials. Well-known holdings include Microsoft, Apple, Alphabet (Google), Amazon, and Berkshire Hathaway. Someone might consider BBHL for long-term growth and diversification across leading global businesses in one investment. However, because it leans heavily on large tech and financial stocks, its price can rise and fall significantly with changes in those parts of the market.
How much will it cost me?This ETF has an expense ratio of 0.71%, which means you’ll pay about $7.10 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with professionals selecting a focused group of large-cap stocks rather than just tracking an index.
What would affect this ETF?This global ETF is heavily invested in large technology and financial companies like Alphabet, Microsoft, Amazon, and Mastercard, so it could benefit if digital services, electronic payments, and innovation continue to grow and if interest rates stabilize or fall, supporting big-company valuations. On the other hand, it could be hurt by tighter tech and financial regulations, slower global economic growth that pressures consumer and industrial spending, or rising interest rates that make investors less willing to pay high prices for large, growth-focused stocks.
BBHL Top 10 Holdings
BBHL is leaning heavily on Big Tech, with Microsoft, Alphabet, Apple, Amazon, and chip names like KLA and Applied Materials steering the ship. Recently, the semiconductors have been the real engines of growth, with Applied Materials and KLA powering ahead, while Apple and Linde are adding a steadier tailwind. On the flip side, Microsoft, Amazon, and Mastercard have been losing steam, quietly tugging on returns. With a clear tilt toward global large-cap tech and U.S.-centric giants, the fund’s fortunes are closely tied to how these heavyweight innovators perform.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 6.93% | $33.14M | $3.64T | 69.73% | 82 Outperform | |
| Microsoft | 6.69% | $32.00M | $3.05T | 3.98% | 79 Outperform | |
| KLA | 5.28% | $25.25M | $187.36B | 89.03% | 77 Outperform | |
| Apple | 4.98% | $23.82M | $3.82T | 7.69% | 79 Outperform | |
| Amazon | 4.97% | $23.77M | $2.35T | 7.01% | 71 Outperform | |
| Waste Management | 4.47% | $21.38M | $99.26B | 7.19% | 76 Outperform | |
| Mastercard | 4.15% | $19.85M | $467.90B | -4.47% | 75 Outperform | |
| Berkshire Hathaway B | 3.66% | $17.50M | $1.08T | 0.68% | 66 Neutral | |
| Applied Materials | 3.51% | $16.79M | $275.01B | 108.59% | 77 Outperform | |
| Linde | 3.48% | $16.64M | $227.09B | 4.54% | 66 Neutral |
BBHL Technical Analysis
Negative
―
Price Trends
16.10
Negative
Market Momentum
-0.09
Positive
37.22
Neutral
43.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBHL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 15.78, equal to the 50-day MA of 16.10, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.09 indicates Positive momentum. The RSI at 37.22 is Neutral, neither overbought nor oversold. The STOCH value of 43.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BBHL.
BBHL Peer Comparison
Comparison Results
Performance Comparison
BBHL
BBH Select Large Cap ETF
15.57
-0.02
-0.13%
FHEQ
Fidelity Hedged Equity ETF
―
―
―
AQEC
AQE Core ETF
―
―
―
FFLG
Fidelity Fundamental Large Cap Growth ETF
―
―
―
FYEE
Fidelity Yield Enhanced Equity ETF
―
―
―
BLCR
BlackRock Large Cap Core 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.
Disclaimer
This 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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