BBHM - ETF AI Analysis
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BBH Select Mid Cap ETF (BBHM)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Arista Networks, Entegris, Darling Ingredients, and Keysight Technologies, have shown strong year-to-date gains, helping support the ETF’s overall performance.
Broad Sector Diversification
The fund spreads its investments across many sectors, including industrials, technology, financials, health care, and consumer stocks, which helps reduce the impact if any single industry struggles.
Meaningful Asset Base
With hundreds of millions of dollars in assets under management, the ETF is large enough to offer stability and tradability for everyday investors.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
U.S.-Only Geographic Focus
Almost all of the ETF’s holdings are in U.S. companies, so investors get little diversification across global markets.
Mixed Recent Performance
Despite positive year-to-date results, the ETF has shown weak recent momentum over the last one and three months, and some top holdings like CBRE Group and Advanced Drainage Systems have lagged.
BBHM vs. SPDR S&P 500 ETF (SPY)
AUM384.42M
RegionGlobal
Expense Ratio0.81%
Beta0.92
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. Volume118,608
30 Day Avg. Volume119,912
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
14.88Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering29
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 U.S. companies, aiming for long-term growth rather than tracking a specific index. It invests across many sectors, with a tilt toward industrial and technology businesses. Well-known holdings include Arista Networks and CBRE Group. Investors might consider BBHM if they want diversification into mid-cap stocks that can offer a mix of stability and growth potential compared with smaller or very large companies. A key risk is that mid-cap stocks can be more volatile than large caps, so the ETF’s value can go up and down significantly with the market.
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 leans heavily on mid-cap industrial and tech names, with U.S.-listed players like Entegris and Arista Networks doing much of the heavy lifting as their AI and semiconductor ties keep them rising. Keysight is another quiet workhorse, adding steady momentum despite some valuation jitters. On the flip side, Watsco and Advanced Drainage Systems have been dragging their feet, and Heico hasn’t helped, with all three softening the fund’s otherwise upbeat tone. While the ETF is global by design, its leadership is clearly anchored in U.S. mid-cap innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Entegris | 5.64% | $21.85M | $22.71B | 63.16% | 66 Neutral | |
| ITT | 4.86% | $18.83M | $19.13B | 16.65% | 72 Outperform | |
| Arista Networks | 4.72% | $18.29M | $259.43B | 44.95% | 83 Outperform | |
| Keysight Technologies | 4.60% | $17.82M | $60.87B | 108.92% | 77 Outperform | |
| CBRE Group | 4.43% | $17.16M | $39.54B | -14.84% | 70 Outperform | |
| Watsco | 4.41% | $17.08M | $13.21B | -20.30% | 71 Outperform | |
| West Pharmaceutical Services | 4.36% | $16.89M | $26.29B | 41.65% | 68 Neutral | |
| Advanced Drainage Systems | 4.27% | $16.54M | $9.72B | -3.10% | 74 Outperform | |
| Darling Ingredients | 4.16% | $16.12M | $9.74B | 90.88% | 69 Neutral | |
| Heico Cp Cl A | 3.83% | $14.84M | $36.31B | -7.92% | 79 Outperform |
BBHM Technical Analysis
Negative
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Price Trends
11.87
Negative
11.75
Negative
11.63
Negative
Market Momentum
-0.12
Negative
45.17
Neutral
81.57
Negative
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 11.60, equal to the 50-day MA of 11.87, and equal to the 200-day MA of 11.63, indicating a bearish trend. The MACD of -0.12 indicates Negative momentum. The RSI at 45.17 is Neutral, neither overbought nor oversold. The STOCH value of 81.57 is Negative, 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
11.57
0.59
5.37%
FHEQ
Fidelity Hedged Equity ETF
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TSME
Thrivent Small-Mid Cap ESG ETF
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RGEF
Rockefeller Global Equity ETF
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KAT
Scharf ETF
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AQEC
AQE Core ETF
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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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