BBH Trust - BBH Select Mid Cap (BBHM) ETF Holdings & Analysis
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What BBHM does
BBHM invests globally in mid-cap companies with durable competitive advantages. The portfolio may also include preferred stocks, convertible securities, IPOs, and other ETFs. Additionally, the fund can hold both domestic and international securities, either through direct investments in non-US stocks or through ADRs and GDRs. Security selection follows a fundamental buy-and-hold strategy, focusing on companies with strong competitive positions, high-quality management, and long-term value creation potential. Positions are divested when their prices reach the upper end of the estimated value range. BBHM converted from a mutual fund into an ETF structure, starting with $511 million in assets.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| ENTEGRIS INC | 5.55% | |
| WATSCO INC | 4.56% | |
| ITT INC | 4.41% | |
| ARISTA NETWORKS INC | 4.29% | |
| ADVANCED DRAINAGE SYSTEMS IN | 4.26% | |
| WEST PHARMACEUTICAL SERVICES | 4.03% | |
| GUIDEWIRE SOFTWARE INC | 4.03% | |
| WYNDHAM HOTELS & RESORTS INC | 3.97% | |
| CBRE GROUP INC - A | 3.91% | |
| KEYSIGHT TECHNOLOGIES IN | 3.88% |
Sector allocation
| Industrials | 30.51% |
| Technology | 25.26% |
| Financial Services | 9.10% |
| Healthcare | 7.52% |
| Consumer Defensive | 7.25% |
| Basic Materials | 6.57% |
| Real Estate | 4.26% |
| Consumer Cyclical | 4.04% |
| Communication Services | 3.27% |
| Utilities | 2.24% |
Geographic allocation
| United States | 99.24% |
| Other | 0.76% |
PortView Portfolio Insights
PortView analyzes how BBHM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does BBHM track?
- BBHM is the BBH Trust - BBH Select Mid Cap ETF, a Other ETF.
- What is the expense ratio of BBHM?
- Expense ratio data for BBHM is shown on the page when available from our data provider.
- What are the largest holdings in BBHM?
- Top holdings include ENTG, WSO, ITT, ANET, WMS.
- How can PortView analyze BBHM overlap with other ETFs?
- PortView computes the holdings overlap between BBHM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.