BBHL - ETF AI Analysis
Top Page
BBH Select Large Cap ETF (BBHL)
BBHL, the BBH Select Large Cap ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Microsoft, Apple, and Alphabet, which benefit from strong financial performance and long-term growth in cloud, AI, and services. Some holdings such as Berkshire Hathaway and Linde face bearish technical trends, valuation concerns, or macroeconomic challenges, which modestly weigh on the fund’s rating. The main risk factor is the ETF’s concentration in large-cap growth and technology-related names, which can increase sensitivity to market volatility and high-valuation pullbacks.
BBHL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 522.49M
- Region
- Global
- Expense Ratio
- 0.71%
- Beta
- 0.90
- Issuer
- BBH
- Inception Date
- Nov 17, 2025
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BBHL Summary
BBH Select Large Cap ETF (BBHL) is an actively managed fund that focuses on large, well-established companies, mainly in the United States. It doesn’t track a specific index, but instead picks individual stocks based on company fundamentals. The fund holds big names like Microsoft and Apple, along with other leaders in technology, finance, health care, and more. Investors might consider BBHL for long-term growth and diversification across major industries. However, because it owns stocks, its value can go up and down with the overall stock market, and it is especially influenced by large U.S. companies.
How much will it cost me?
This ETF has an expense ratio of 0.71%, which means you’ll pay about $7.10 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with professionals selecting a focused group of large-cap stocks rather than just tracking an index.
What would affect this ETF?
This global ETF is heavily invested in large technology and financial companies like Alphabet, Microsoft, Amazon, and Mastercard, so it could benefit if digital services, electronic payments, and innovation continue to grow and if interest rates stabilize or fall, supporting big-company valuations. On the other hand, it could be hurt by tighter tech and financial regulations, slower global economic growth that pressures consumer and industrial spending, or rising interest rates that make investors less willing to pay high prices for large, growth-focused stocks.
BBHL Top 10 Holdings
BBHL is leaning heavily on Big Tech, with Microsoft, Apple, Alphabet, Amazon, and Nvidia doing most of the heavy lifting and giving the fund a clear tilt toward U.S. technology and communication names. Apple and Nvidia look especially strong, while Microsoft and Alphabet are steadily pulling their weight despite some recent bumps. On the flip side, more defensive holdings like Waste Management are losing steam and quietly dragging on returns. With a global mandate but a U.S.-centric, tech-heavy core, this ETF’s story is really about riding the AI and digital transformation wave.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 7.18% | $37.45M | $3.94T | 6.74% | 79Outperform |
 AAPL | Apple | 5.95% | $31.03M | $4.98T | 26.91% | 79Outperform |
 GOOG | Alphabet Class C | 5.43% | $28.34M | $3.48T | -0.49% | 82Outperform |
 AMZN | Amazon | 5.34% | $27.87M | $2.80T | 6.69% | 71Outperform |
 MA | Mastercard | 4.66% | $24.33M | $568.62B | 17.97% | 75Outperform |
 WM | Waste Management | 3.90% | $20.34M | $93.95B | 18.35% | 76Outperform |
 BRK.B | Berkshire Hathaway B | 3.80% | $19.85M | $1.22T | 15.76% | 66Neutral |
 LIN | Linde | 3.32% | $17.33M | $236.54B | 24.06% | 66Neutral |
 LLY | Eli Lilly & Co | 2.94% | $15.37M | $1.27T | 44.44% | 72Outperform |
 KLAC | KLA | 2.90% | $15.13M | $180.45B | 14.80% | 77Outperform |
BBHL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBHL, the sentiment is Negative. The current price of 17.23 is below the 20-day moving average (MA) of 17.56, below the 50-day MA of 17.38, and above the 200-day MA of 16.71, indicating a neutral trend. The MACD of 0.01 indicates Positive momentum. The RSI at 42.52 is Neutral, neither overbought nor oversold. The STOCH value of 28.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BBHL.
BBHL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BBHL | $17.23 | $19.50(13.17% Upside) | $522.49M | 0.71% | 70Outperform |
 AQEC | $25.59 | $31.30(22.30% Upside) | $596.03M | 0.49% | 72Outperform |
 ACIN | $39.75 | $48.09(20.98% Upside) | $560.78M | 0.52% | 65Neutral |
 TEQI | $52.63 | $60.04(14.08% Upside) | $472.43M | 0.54% | 70Neutral |
 FYEE | $28.80 | $36.26(25.89% Upside) | $325.65M | 0.28% | 72Outperform |
 RCGE | $30.78 | $33.70(9.47% Upside) | $101.25M | 0.95% | 59Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BBHL | BBH Select Large Cap ETF | 17.23 | 1.54 | 9.79% | |
| AQEC | AQE Core ETF | 25.59 | 0.91 | 3.68% | |
| ACIN | Hartford Alpha Capture International Equity ETF | 39.75 | -0.34 | -0.84% | |
| TEQI | T. Rowe Price Equity Income ETF | 52.63 | 9.71 | 22.63% | |
| FYEE | Fidelity Yield Enhanced Equity ETF | 28.80 | 2.66 | 10.16% | |
| RCGE | RockCreek Global Equality ETF | 30.78 | 3.49 | 12.77% |
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.