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BBHLBBH Select Large Cap ETF

Grow my money7y track recordRanked #1,200 of 3,055 in this goal

Seeks long-term growth of capital.

By BBH · Launched 2019

Annual Cost

0.71%

#3,843 of 6,040 · average

Fund Size

$533M

#1,606 of 6,040 · large

Return (1Y)

N/A

Track Record

7 years

#1,927 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,903+9.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 49.6% of fundmoderately concentrated

ALPHABET INC-CL C
8.4%
MICROSOFT CORP
6.4%
KLA CORP
6.2%
AMAZON.COM INC
5.8%
APPLE INC
5.0%
WASTE MANAGEMENT INC
4.0%
MASTERCARD INC - A
3.8%
LINDE PLC
3.4%
APPLIED MATERIALS INC
3.4%
BERKSHIRE HATHAWAY INC-CL B
3.3%

Asset allocation

Stocks
97.4%
Cash
2.6%

By sector

Technology
37.9%
Financial Services
16.0%
Industrials
9.6%
Consumer Cyclical
9.3%
Healthcare
9.2%
Communication
8.3%
Consumer Defensive
5.8%
Basic Materials
3.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-12.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Invests primarily in large capitalization publicly traded equity securities, including common and preferred stock, with at least 80% of net assets in such securities. Focuses on domestic and non-U.S. issuers, selecting approximately 25-60 companies based on fundamental analysis and prospective value creation potential.
Inception date
September 9, 2019
Fund family
BBH

Next steps

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Data updated on 2026-09-18