BBHM - ETF AI Analysis
Top Page
BBH Select Mid Cap ETF (BBHM)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Holdings Performing Well
Several of the largest positions, such as Entegris, Keysight Technologies, and Darling Ingredients, have delivered strong year-to-date gains that support the fund’s overall results.
Diversified Sector Mix Within Mid Caps
Holdings spread across industrials, technology, financials, consumer, health care, real estate, 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 means more of the returns are eaten up by fees over time.
Concentration in a Few Mid-Cap Names
The top holdings each carry meaningful weights, so poor performance from a handful of mid-cap stocks could noticeably drag on the ETF.
Heavy U.S. and Sector Exposure
With almost all assets in U.S. companies and a large tilt toward industrials and technology, the fund is sensitive to downturns in the U.S. economy and these specific sectors.
BBHM vs. SPDR S&P 500 ETF (SPY)
AUM450.69M
RegionGlobal
Expense Ratio0.81%
Beta0.85
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. Volume81,251
30 Day Avg. Volume134,951
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
14.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBHM Summary
BBH Select Mid Cap ETF (BBHM) is an actively managed fund that focuses on mid-sized companies, mainly in the U.S., rather than tracking a specific index. It invests across many sectors, with a tilt toward industrial and technology businesses. Well-known holdings include Arista Networks and CBRE Group. Investors might consider BBHM if they want growth potential from companies that are past the start-up stage but still have room to expand, while staying diversified across industries. A key risk is that mid-cap stocks can be more volatile than large, well-established companies, so the fund’s value can go up and down significantly with the market.
How much will it cost me?This ETF has an expense ratio of 0.84%, which means you’ll pay about $8.40 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed, with professionals selecting mid-cap stocks rather than simply tracking an index.
What would affect this ETF?This global mid-cap ETF could benefit if economic growth stays steady, since its focus on industrials and technology, along with holdings like Arista Networks and logistics and software companies, tends to do well when businesses are investing and trade is healthy. On the downside, a global slowdown, higher interest rates that hurt mid-sized companies’ borrowing costs, or new regulations affecting industrial, environmental, or real estate businesses could weigh on performance and make returns more volatile.
BBHM Top 10 Holdings
BBHM is leaning into mid-cap industrials and tech, with names like Arista Networks and Keysight Technologies doing much of the heavy lifting thanks to their strong, AI- and cloud-driven momentum. Entegris is another rising star, helping the fund ride the semiconductor and electronics supply chain wave. On the flip side, CBRE has been lagging and acting like a small anchor on performance, while Heico and Advanced Drainage Systems have shown more mixed results. Despite its global mandate, the top holdings skew heavily toward U.S.-listed mid-cap innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Arista Networks | 5.06% | $23.37M | $212.31B | 51.73% | 83 Outperform | |
| Watsco | 5.03% | $23.24M | $15.17B | -20.94% | 71 Outperform | |
| West Pharmaceutical Services | 5.01% | $23.14M | $25.31B | 67.71% | 68 Neutral | |
| Entegris | 4.83% | $22.31M | $21.16B | 46.00% | 66 Neutral | |
| CBRE Group | 4.49% | $20.74M | $41.28B | -1.99% | 70 Outperform | |
| Darling Ingredients | 4.45% | $20.56M | $10.03B | 76.73% | 69 Neutral | |
| GXO Logistics | 4.40% | $20.33M | $6.22B | 4.99% | 68 Neutral | |
| Keysight Technologies | 4.39% | $20.28M | $53.99B | 92.72% | 77 Outperform | |
| ITT | 4.31% | $19.91M | $17.21B | 22.14% | 72 Outperform | |
| Advanced Drainage Systems | 4.23% | $19.54M | $11.31B | 28.88% | 74 Outperform |
BBHM Technical Analysis
Neutral
―
Price Trends
11.63
Positive
11.56
Positive
Market Momentum
0.06
Positive
50.02
Neutral
40.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBHM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 11.88, equal to the 50-day MA of 11.63, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.06 indicates Positive momentum. The RSI at 50.02 is Neutral, neither overbought nor oversold. The STOCH value of 40.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BBHM.
BBHM Peer Comparison
Comparison Results
Performance Comparison
BBHM
BBH Select Mid Cap ETF
11.80
0.82
7.47%
TSME
Thrivent Small-Mid Cap ESG ETF
―
―
―
FHEQ
Fidelity Hedged Equity ETF
―
―
―
RGEF
Rockefeller Global Equity ETF
―
―
―
KAT
Scharf ETF
―
―
―
AQEC
AQE 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.
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: ―
Table of Contents