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BBHM - ETF AI Analysis
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BBH Select Mid Cap ETF (BBHM)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings Performance
Several of the largest positions, such as Entegris, Darling Ingredients, and Watsco, have shown strong gains this year, helping support the ETF’s overall results.
Broad Sector Diversification
The fund spreads its investments across many sectors, including industrials, technology, health care, financials, and others, which helps reduce the impact if any one industry struggles.
Healthy Asset Base
With over $500 million in assets, the ETF is a reasonably sized fund, which can support better trading liquidity and fund stability for investors.
Negative Factors
High Expense Ratio
The ETF’s expense ratio is relatively high for a passive investment product, which means more of the fund’s returns are eaten up by fees over time.
Concentration in Top Holdings
A meaningful share of the portfolio is tied up in a small number of mid-cap stocks, increasing the impact that any one company’s performance can have on the fund.
Mixed Performance Among Key Positions
Some important holdings like Guidewire and Take-Two have shown weak or negative performance this year, which can drag on the ETF’s overall returns despite stronger names elsewhere in the portfolio.
BBHM vs. SPDR S&P 500 ETF (SPY)
AUM467.24M
RegionGlobal
Expense Ratio0.84%
Beta1.30
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. Volume113,702
30 Day Avg. Volume108,644
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
13.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering25
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., without tracking a specific index. It invests across many sectors, with a tilt toward industrial and technology businesses. Well-known holdings include CBRE Group and video game maker Take-Two Interactive. 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 share price can move up and down more sharply.
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 heavily into industrials and tech, with names like Entegris, Keysight, and GXO Logistics doing much of the heavy lifting as their shares keep climbing on solid growth stories. Darling Ingredients has also been rising, adding a bit of green-energy flavor to returns. On the other side, CBRE and GFL Environmental have been lagging, acting like a small anchor on an otherwise energetic portfolio. With a global mid-cap focus but a clear tilt toward industrial and technology themes, the fund’s story is about growth-minded, operationally focused companies worldwide.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Darling Ingredients | 5.45% | $25.44M | $8.69B | 85.70% | 69 Neutral | |
| Watsco | 5.20% | $24.27M | $14.96B | -27.61% | 71 Outperform | |
| GFL Environmental | 5.02% | $23.43M | $15.41B | -7.11% | 57 Neutral | |
| Arista Networks | 4.82% | $22.50M | $167.84B | 59.94% | 83 Outperform | |
| Keysight Technologies | 4.80% | $22.40M | $47.98B | 84.03% | 77 Outperform | |
| Entegris | 4.71% | $21.98M | $16.46B | 10.07% | 66 Neutral | |
| GXO Logistics | 4.63% | $21.61M | $6.02B | 30.75% | 68 Neutral | |
| CBRE Group | 4.50% | $21.00M | $39.49B | 6.54% | 70 Outperform | |
| Guidewire | 4.43% | $20.68M | $13.59B | -13.60% | 63 Neutral | |
| Advanced Drainage Systems | 4.25% | $19.84M | $10.69B | 26.07% | 74 Outperform |
BBHM Technical Analysis
Negative
―
Price Trends
11.57
Negative
Market Momentum
-0.14
Positive
37.10
Neutral
9.05
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBHM, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 11.52, equal to the 50-day MA of 11.57, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 37.10 is Neutral, neither overbought nor oversold. The STOCH value of 9.05 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BBHM.
BBHM Peer Comparison
Comparison Results
Performance Comparison
BBHM
BBH Select Mid Cap ETF
11.10
0.12
1.09%
FFLC
Fidelity Fundamental Large Cap Core ETF
―
―
―
TSME
Thrivent Small-Mid Cap ESG ETF
―
―
―
FHEQ
Fidelity Hedged Equity ETF
―
―
―
RGEF
Rockefeller Global Equity ETF
―
―
―
KAT
Scharf 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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