BBHM - ETF AI Analysis

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BBH Select Mid Cap ETF (BBHM)

Rating:68Neutral

Price Target:―

BBHM, the BBH Select Mid Cap ETF, has a solid overall rating driven by several strong, growth-oriented holdings like Arista Networks, which benefits from robust financial performance and a strategic focus on AI and cloud, and Advanced Drainage Systems, which shows healthy revenue and earnings growth supported by strategic acquisitions. However, holdings such as GFL Environmental and Take-Two introduce some drag on the rating due to higher leverage, profitability challenges, and valuation concerns, and the fund’s focus on mid-cap names with some financially stretched or overvalued companies is a key risk investors should keep in mind.

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)

AUM504.25M

RegionGlobal

Expense Ratio0.84%

Beta1.11

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. Volume127,039

30 Day Avg. Volume95,886

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

14.55

Price 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., 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 into industrial and tech-focused mid-caps, with Entegris acting as a powerful growth engine thanks to its surging momentum in the semiconductor supply chain. Darling Ingredients and Watsco are also rising, giving the fund an extra push from specialty materials and industrials. On the flip side, Guidewire and Take-Two are clearly lagging, putting a bit of drag on recent returns despite solid long-term stories. With names like CBRE and GXO adding steady support and a global mix that includes Canada’s GFL, the ETF feels concentrated in industrial and tech themes but geographically diversified.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WSO	Watsco	5.64%	$28.62M	$17.26B	-11.89%	71 Outperform
CBRE	CBRE Group	5.39%	$27.35M	$50.69B	21.56%	70 Outperform
ENTG	Entegris	5.29%	$26.84M	$20.23B	13.56%	66 Neutral
WMS	Advanced Drainage Systems	4.96%	$25.17M	$13.64B	38.43%	74 Outperform
ANET	Arista Networks	4.78%	$24.25M	$180.64B	29.28%	83 Outperform
GXO	GXO Logistics	4.74%	$24.05M	$6.64B	37.04%	68 Neutral
GFL	GFL Environmental	4.64%	$23.54M	$15.48B	-6.16%	57 Neutral
DAR	Darling Ingredients	4.36%	$22.12M	$7.70B	20.64%	69 Neutral
VMC	Vulcan Materials	4.00%	$20.30M	$43.65B	24.07%	77 Outperform
WH	Wyndham Hotels & Resorts	3.80%	$19.28M	$6.06B	-28.43%	67 Neutral

BBHM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

11.50

Positive

100DMA

200DMA

Market Momentum

MACD

0.03

Negative

RSI

58.72

Neutral

STOCH

69.75

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBHM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 11.60, equal to the 50-day MA of 11.50, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.03 indicates Negative momentum. The RSI at 58.72 is Neutral, neither overbought nor oversold. The STOCH value of 69.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBHM.

BBHM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
BBHM	―	―	$504.25M	0.84%	―
TSME	―	―	$947.84M	0.65%	―
FHEQ	―	―	$837.07M	0.48%	―
RGEF	―	―	$775.83M	0.55%	―
KAT	―	―	$721.99M	0.75%	―
AQEC	―	―	$603.05M	0.49%	―

Performance Comparison

BBHM

BBH Select Mid Cap ETF

11.81

0.83

7.56%

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.

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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