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BBHM - ETF AI Analysis
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BBH Select Mid Cap ETF (BBHM)
Rating:6887Outperform
Price Target:―
Positive Factors
Strong Performing Holding
One of the top holdings, GXO Logistics, has shown strong year-to-date performance, contributing positively to the fund's returns.
Sector Diversification
The ETF invests across multiple sectors, including Industrials, Technology, and Health Care, which helps spread risk across different industries.
Mid-Cap Focus
The fund targets mid-cap companies, which can offer a balance between growth potential and stability compared to small-cap or large-cap stocks.
Negative Factors
High Expense Ratio
The ETF has a relatively high expense ratio, which can eat into investor returns over time compared to lower-cost alternatives.
Overweight in U.S. Market
The fund is heavily concentrated in U.S. companies, providing little exposure to international markets and limiting geographic diversification.
Recent Performance Volatility
The ETF experienced a slight decline in the past month, indicating some short-term performance challenges.
BBHM vs. SPDR S&P 500 ETF (SPY)
AUM512.72M
RegionGlobal
Expense Ratio0.84%
Beta1.20
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. Volume103,217
30 Day Avg. Volume87,875
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
13.75Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBHM Summary
The BBH Select Mid Cap ETF (Ticker: BBHM) is an actively managed fund that focuses on mid-sized companies, offering a balance between growth potential and stability. It invests in a diverse range of industries, including technology, healthcare, and industrials, with notable holdings like CBRE Group and Guidewire. This ETF is ideal for investors looking to benefit from the growth phase of mid-cap companies, which are often more agile and innovative than larger firms. However, new investors should note that mid-cap stocks can be more volatile than large-cap stocks, meaning their value can fluctuate more significantly over time.
How much will it cost me?The BBH Select Mid Cap ETF (Ticker: BBHM) has an expense ratio of 0.84%, which means you’ll pay $8.40 per year for every $1,000 invested. This is higher than the average expense ratio for ETFs because it is actively managed, requiring more research and management to select investments.
What would affect this ETF?BBHM’s focus on mid-cap companies globally positions it to benefit from growth in innovative sectors like technology and healthcare, which are prominent in its portfolio. However, economic downturns, rising interest rates, or regulatory changes could negatively impact mid-cap companies, particularly in cyclical sectors like consumer discretionary and real estate. The ETF's global exposure also makes it sensitive to geopolitical events and currency fluctuations.
BBHM Top 10 Holdings
The BBH Select Mid Cap ETF leans heavily on industrials and technology, with names like GXO Logistics and Arista Networks driving recent performance. GXO is rising on strong growth prospects and positive sentiment, while Arista benefits from its focus on AI and cloud, despite valuation concerns. On the flip side, Guidewire and Watsco are lagging, with bearish momentum and valuation challenges weighing on returns. The fund’s global mid-cap focus provides a mix of agility and innovation, but its sector tilt toward industrials and tech makes it sensitive to shifts in these areas.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| CBRE Group | 5.99% | $30.50M | $51.06B | 25.33% | 70 Outperform | |
| Entegris | 5.14% | $26.17M | $17.79B | 10.31% | 66 Neutral | |
| Watsco | 5.13% | $26.12M | $15.48B | -23.12% | 71 Outperform | |
| GXO Logistics | 4.68% | $23.83M | $6.47B | 28.65% | 68 Neutral | |
| GFL Environmental | 4.64% | $23.63M | $15.28B | 1.50% | 57 Neutral | |
| Advanced Drainage Systems | 4.57% | $23.27M | $12.39B | 26.94% | 74 Outperform | |
| Arista Networks | 4.38% | $22.30M | $163.49B | 8.24% | 83 Outperform | |
| Take-Two | 4.25% | $21.64M | $44.37B | 28.82% | 53 Neutral | |
| Guidewire | 4.20% | $21.39M | $13.52B | -10.97% | 63 Neutral | |
| LPL Financial | 4.20% | $21.39M | $30.30B | 8.51% | 66 Neutral |
BBHM Technical Analysis
Positive
―
Price Trends
Market Momentum
0.11
Negative
59.47
Neutral
68.96
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 11.52, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.11 indicates Negative momentum. The RSI at 59.47 is Neutral, neither overbought nor oversold. The STOCH value of 68.96 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
Performance Comparison
BBHM
BBH Select Mid Cap ETF
11.69
0.71
6.47%
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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