BBHL - ETF AI Analysis
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BBH Select Large Cap ETF (BBHL)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Monthly Performance
The ETF has shown strong gains over the past month, suggesting positive short-term momentum.
Leading Growth Companies in Top Holdings
Several major positions, especially in technology and e-commerce, have delivered strong year-to-date performance, helping support the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, financials, consumer, industrials, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Concentration in Technology Stocks
A large portion of the portfolio is in technology companies, which can make the fund more sensitive to swings in that sector.
Heavy U.S. Market Focus
With most assets invested in U.S. companies, the ETF offers limited geographic diversification and remains highly tied to the U.S. market’s performance.
BBHL vs. SPDR S&P 500 ETF (SPY)
AUM514.87M
RegionGlobal
Expense Ratio0.71%
Beta0.99
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. Volume40,847
30 Day Avg. Volume66,893
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
18.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering44
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 United States. It doesn’t track a specific index, but instead picks individual stocks based on research, with a strong tilt toward technology and other major sectors. Well-known holdings include Microsoft, Apple, Alphabet (Google), Amazon, and Berkshire Hathaway. Someone might invest in BBHL to seek long-term growth from leading global businesses while getting diversification across several industries. A key risk is that it is heavily invested in large tech-related companies, so its value can rise and fall sharply with that part 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 hard into Big Tech and chip-related names, with Alphabet, Microsoft, Amazon, and Apple forming the core engine of the portfolio. Alphabet and Amazon have been rising and doing much of the heavy lifting, while Apple looks steady but not especially exciting. The real turbochargers are semiconductor plays like KLA and Applied Materials, which have been on a strong upswing and give the fund a clear tech-and-chips flavor. On the flip side, steadier holdings like Berkshire Hathaway and Mastercard have been lagging a bit, slightly braking an otherwise growthy, U.S.-centric global mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 7.51% | $38.80M | $4.15T | 114.58% | 82 Outperform | |
| KLA | 6.80% | $35.13M | $253.63B | 173.88% | 77 Outperform | |
| Microsoft | 6.58% | $33.99M | $3.15T | 8.60% | 79 Outperform | |
| Amazon | 5.70% | $29.45M | $2.84T | 39.12% | 71 Outperform | |
| Apple | 4.93% | $25.47M | $3.98T | 27.35% | 79 Outperform | |
| Waste Management | 3.96% | $20.46M | $92.48B | -1.26% | 76 Outperform | |
| Mastercard | 3.78% | $19.53M | $449.63B | -5.25% | 75 Outperform | |
| Applied Materials | 3.53% | $18.24M | $330.97B | 168.49% | 77 Outperform | |
| Linde | 3.44% | $17.77M | $236.47B | 14.01% | 66 Neutral | |
| Berkshire Hathaway B | 3.27% | $16.89M | $1.01T | -10.95% | 66 Neutral |
BBHL Technical Analysis
Positive
―
Price Trends
15.62
Positive
15.90
Positive
Market Momentum
0.27
Negative
65.10
Neutral
78.29
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBHL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 15.84, equal to the 50-day MA of 15.62, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.27 indicates Negative momentum. The RSI at 65.10 is Neutral, neither overbought nor oversold. The STOCH value of 78.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBHL.
BBHL Peer Comparison
Comparison Results
Performance Comparison
BBHL
BBH Select Large Cap ETF
16.27
0.68
4.36%
FHEQ
Fidelity Hedged Equity ETF
―
―
―
FFLG
Fidelity Fundamental Large Cap Growth ETF
―
―
―
AQEC
AQE Core ETF
―
―
―
BCHP
Principal Focused Blue Chip ETF
―
―
―
FYEE
Fidelity Yield Enhanced Equity 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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