Education
About Us
Working with TipRanks
Follow Us
BBHL - ETF AI Analysis
Top Page
BBH Select Large Cap ETF (BBHL)
Rating:7063Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as Microsoft and Alphabet, are well-established companies with strong market performance, supporting the ETF’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including technology, financials, and consumer cyclical, which helps reduce risk from sector-specific downturns.
Consistent Asset Growth
The fund has a healthy level of assets under management, indicating investor confidence and stability.
Negative Factors
High Technology Exposure
With over a third of the portfolio in technology, the ETF is heavily reliant on the performance of this single sector.
Limited Geographic Exposure
The ETF is overwhelmingly focused on U.S. companies, offering minimal exposure to international markets.
Relatively High Expense Ratio
The fund’s expense ratio is higher than many ETFs, which could eat into long-term returns for investors.
BBHL vs. SPDR S&P 500 ETF (SPY)
AUM495.84M
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. Volume53,605
30 Day Avg. Volume37,133
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
18.91Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering36
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBHL Summary
The BBH Select Large Cap ETF (BBHL) is an actively managed fund that focuses on large-cap companies, including well-known names like Microsoft and Alphabet (Google). It aims to invest in financially strong, industry-leading businesses with growth potential, offering global diversification while maintaining a concentrated portfolio. This ETF is ideal for investors seeking long-term growth by tapping into the success of established companies. However, since it is actively managed and focuses on large-cap stocks, its performance can fluctuate with market conditions, and the higher expense ratio (0.71%) may impact returns over time.
How much will it cost me?The BBH Select Large Cap ETF (BBHL) has an expense ratio of 0.71%, which means you’ll pay $7.10 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, meaning professional managers carefully select the investments rather than simply tracking an index.
What would affect this ETF?The BBH Select Large Cap ETF could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from global leaders like Microsoft and Alphabet. However, rising interest rates or economic slowdowns could negatively impact consumer cyclical and financial stocks, which are also key components of the ETF. Global economic conditions and regulatory changes in major markets could further influence the ETF's performance.
BBHL Top 10 Holdings
The BBH Select Large Cap ETF leans heavily on the technology sector, with names like Alphabet and Microsoft playing pivotal roles. Alphabet has been a rising star, buoyed by strong growth in AI and cloud services, while Microsoft’s performance has been more mixed, with recent struggles in the short term. Consumer-facing giants like Amazon and Apple are also in the mix, with Amazon showing steady gains thanks to its AWS and advertising segments, while Apple’s growth in services and emerging markets offsets some recent cooling. Meanwhile, Oracle has been a drag on the fund, facing bearish trends and valuation concerns. Overall, the fund’s global exposure and tech-heavy tilt make it a bet on innovation, but it’s not without its bumps along the way.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 8.87% | $43.88M | $3.97T | 68.77% | 82 Outperform | |
| Microsoft | 7.36% | $36.41M | $3.55T | 14.12% | 79 Outperform | |
| KLA | 7.00% | $34.63M | $174.04B | 93.92% | 77 Outperform | |
| Mastercard | 5.55% | $27.46M | $516.83B | 14.94% | 75 Outperform | |
| Amazon | 4.91% | $24.29M | $2.63T | 12.49% | 71 Outperform | |
| Oracle | 4.17% | $20.63M | $570.37B | 22.75% | 66 Neutral | |
| Apple | 4.00% | $19.79M | $3.83T | 9.37% | 79 Outperform | |
| Berkshire Hathaway B | 3.86% | $19.10M | $1.08T | 12.90% | 66 Neutral | |
| Waste Management | 3.61% | $17.86M | $87.77B | 5.12% | 76 Outperform | |
| Booking Holdings | 3.14% | $15.53M | $177.03B | 14.88% | 63 Neutral |
BBHL Technical Analysis
Positive
―
Price Trends
Market Momentum
0.13
Negative
64.47
Neutral
90.28
Negative
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 16.17, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.13 indicates Negative momentum. The RSI at 64.47 is Neutral, neither overbought nor oversold. The STOCH value of 90.28 is Negative, 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
16.44
0.85
5.45%
FFLC
Fidelity Fundamental Large Cap Core ETF
―
―
―
FHEQ
Fidelity Hedged Equity ETF
―
―
―
AQEC
AQE Core ETF
―
―
―
TEQI
T. Rowe Price Equity Income 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.
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: ―
Table of Contents