BBH Select Mid Cap ETF
BBHM - ETF AI Analysis
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BBH Select Mid Cap ETF (BBHM)
BBHM, the BBH Select Mid Cap ETF, has a solid overall rating driven mainly by strong, growth-focused holdings like Arista Networks and Heico, which benefit from robust financial performance, positive earnings, and strategic moves in areas such as AI and acquisitions. At the same time, holdings like Wyndham Hotels & Resorts and GXO Logistics introduce some drag on the rating due to leverage, valuation concerns, and market challenges, and the fund’s focus on mid-cap names with several richly valued stocks is a key risk investors should keep in mind.
BBHM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 368.46M
- Region
- Global
- Expense Ratio
- 0.81%
- Beta
- 0.86
- Issuer
- BBH
- Inception Date
- Nov 17, 2025
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BBHM Summary
BBH Select Mid Cap ETF (BBHM) is an actively managed fund that focuses on mid-sized companies, mainly in the United States, rather than tracking a specific index. It invests across many sectors like industrials, technology, and health care, aiming for long-term growth from companies that are past the start-up stage but still have room to expand. Well-known holdings include Arista Networks and CBRE Group. Investors might consider BBHM for growth and diversification across many mid-cap businesses. However, its share price can go up and down with the stock market, and mid-cap stocks can be more volatile than large, established companies.
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 heavily into industrials and tech, with names like ITT, GXO Logistics, and Heico steering the fund’s mid-cap engine. Tradeweb is one of the brighter spots, rising steadily and giving the portfolio a lift, while Arista Networks, despite some recent choppiness, still adds long-term punch thanks to its AI and cloud story. On the flip side, Watsco and CBRE have been lagging, acting as a bit of a headwind. Overall, it’s a globally diversified mix, but the real action is in U.S.-centric industrial and tech leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 ENTG | Entegris | 5.47% | $20.20M | $23.41B | 81.85% | 66Neutral |
 ITT | ITT | 4.70% | $17.36M | $19.14B | 14.31% | 72Outperform |
 WSO | Watsco | 4.50% | $16.64M | $12.75B | -10.98% | 71Outperform |
 WH | Wyndham Hotels & Resorts | 4.14% | $15.30M | $5.75B | 9.59% | 67Neutral |
 CBRE | CBRE Group | 4.11% | $15.18M | $38.20B | -13.09% | 70Outperform |
 TW | Tradeweb Markets | 4.08% | $15.07M | $30.56B | 20.64% | 71Outperform |
 HEI.A | Heico Cp Cl A | 4.02% | $14.85M | $40.24B | 2.14% | 79Outperform |
 ANET | Arista Networks | 4.02% | $14.85M | $261.06B | 51.41% | 83Outperform |
 WMS | Advanced Drainage Systems | 3.88% | $14.33M | $9.12B | -15.37% | 74Outperform |
 GXO | GXO Logistics | 3.85% | $14.22M | $6.14B | 9.46% | 68Neutral |
BBHM Technical Analysis
Price Trends
Market Momentum
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 12.07 is above the 20-day moving average (MA) of 11.83, above the 50-day MA of 11.67, and above the 200-day MA of 11.67, indicating a bullish trend. The MACD of 0.11 indicates Negative momentum. The RSI at 57.62 is Neutral, neither overbought nor oversold. The STOCH value of 84.08 is Negative, 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 | $12.07 | $13.00(7.68% Upside) | $368.46M | 0.81% | 66Neutral |
 FHEQ | $32.94 | $39.55(20.06% Upside) | $996.99M | 0.48% | 72Outperform |
 TSME | $44.71 | $57.13(27.79% Upside) | $837.09M | 0.65% | 70Neutral |
 RGEF | $34.09 | $42.96(26.00% Upside) | $790.94M | 0.55% | 71Outperform |
 KAT | $60.70 | $67.91(11.88% Upside) | $672.45M | 0.75% | 67Neutral |
 AQEC | $26.07 | $30.74(17.90% Upside) | $606.68M | 0.49% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BBHM | BBH Select Mid Cap ETF | 12.07 | 1.11 | 10.07% | |
| FHEQ | Fidelity Hedged Equity ETF | 32.94 | 2.68 | 8.86% | |
| TSME | Thrivent Small-Mid Cap ESG ETF | 44.71 | 5.83 | 15.01% | |
| RGEF | Rockefeller Global Equity ETF | 34.09 | 4.56 | 15.45% | |
| KAT | Scharf ETF | 60.70 | 7.72 | 14.57% | |
| AQEC | AQE Core ETF | 26.07 | 1.39 | 5.62% |
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.