BBHL - ETF AI Analysis
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BBH Select Large Cap ETF (BBHL)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered positive year-to-date returns, showing that the portfolio has generally been working in investors’ favor so far this year.
Leading Technology and Growth Names
Top holdings include well-known technology and growth companies like Apple, Alphabet, Amazon, and Palo Alto Networks, several of which have shown strong gains and helped drive performance.
Broad Sector Diversification
The fund spreads its investments across multiple sectors such as technology, financials, industrials, consumer stocks, and health care, which helps reduce the impact if any one area of the market struggles.
Negative Factors
High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are eaten up by fees compared with lower-cost alternatives.
Heavy U.S. Market Concentration
With the vast majority of its assets in U.S. companies, the ETF offers limited geographic diversification and is heavily tied to the performance of the U.S. market.
Mixed Performance Among Top Holdings
While some major positions have performed strongly, others like Microsoft, Mastercard, and Berkshire Hathaway have been weaker this year, which can create uneven results for the fund.
BBHL vs. SPDR S&P 500 ETF (SPY)
AUM526.28M
RegionGlobal
Expense Ratio0.71%
Beta0.95
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. Volume36,175
30 Day Avg. Volume48,060
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
20.43Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering46
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BBHL Summary
BBH Select Large Cap ETF (BBHL) is an actively managed fund that focuses on large, well-established U.S. companies, with a strong tilt toward technology and other major sectors like financials and industrials. It does not track a specific index, but instead lets managers handpick stocks they believe have solid finances and good growth potential. Well-known holdings include Microsoft, Apple, Alphabet (Google), and Amazon. Someone might invest in BBHL for long-term growth and diversification across leading blue-chip companies. A key risk is that it’s heavily exposed to large U.S. stocks, especially tech, so its value can rise and fall sharply with that part of the market.
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 leans heavily on Big Tech, with Microsoft, Alphabet, Apple, and Amazon doing most of the heavy lifting. Microsoft and Amazon have been rising on the back of cloud and AI strength, while Alphabet and Apple look steadier, adding a bit of balance rather than fireworks. On the flip side, industrial and materials names like Linde and some defensive holdings have been losing a bit of steam, acting as a mild brake. Overall, it’s a globally diversified fund, but the story is still dominated by U.S. tech giants at the top of the stack.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 7.30% | $38.42M | $3.45T | -11.33% | 79 Outperform | |
| Alphabet Class C | 6.46% | $34.00M | $4.36T | 87.76% | 82 Outperform | |
| Apple | 5.87% | $30.89M | $4.54T | 52.64% | 79 Outperform | |
| Amazon | 4.91% | $25.84M | $2.92T | 26.46% | 71 Outperform | |
| Mastercard | 4.17% | $21.95M | $506.64B | 2.36% | 75 Outperform | |
| KLA | 3.82% | $20.10M | $238.81B | 106.19% | 77 Outperform | |
| Waste Management | 3.78% | $19.89M | $90.56B | -1.02% | 76 Outperform | |
| Berkshire Hathaway B | 3.44% | $18.10M | $992.60B | 8.18% | 66 Neutral | |
| Linde | 3.32% | $17.47M | $221.30B | 4.13% | 66 Neutral | |
| Palo Alto Networks | 3.29% | $17.31M | $270.44B | 91.94% | 73 Outperform |
BBHL Technical Analysis
Positive
―
Price Trends
17.06
Positive
16.46
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BBHL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 17.15, equal to the 50-day MA of 17.06, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BBHL.
BBHL Peer Comparison
Comparison Results
Performance Comparison
BBHL
BBH Select Large Cap ETF
17.22
1.63
10.46%
FHEQ
Fidelity Hedged Equity ETF
―
―
―
AQEC
AQE Core ETF
―
―
―
TEQI
T. Rowe Price Equity Income ETF
―
―
―
FYEE
Fidelity Yield Enhanced Equity ETF
―
―
―
RCGE
RockCreek Global Equality 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: ―
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