BBHMBBH Select Mid Cap ETF
Provides long-term growth of capital.
By BBH · Launched 2021
Annual Cost
0.81%
#4,396 of 5,861 · expensive
Fund Size
$479M
#1,623 of 5,861 · large
Return (1Y)Goal
N/A
Track Record
5 years
#2,327 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,742+7.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 48.2% of fundmoderately concentrated
WATSCO INC
5.8%
ENTEGRIS INC
5.6%
ARISTA NETWORKS INC
5.2%
KEYSIGHT TECHNOLOGIES IN
4.9%
DARLING INGREDIENTS INC
4.7%
GXO LOGISTICS INC
4.6%
CBRE GROUP INC - A
4.5%
WYNDHAM HOTELS & RESORTS INC
4.3%
GFL ENVIRONMENTAL INC-SUB VT
4.3%
ITT INC
4.2%
Asset allocation
Stocks
99.2%
Cash
0.8%
By sector
Industrials
36.1%
Technology
25.0%
Healthcare
8.0%
Financial Services
8.0%
Consumer Defensive
6.7%
Consumer Cyclical
4.5%
Real Estate
4.2%
Basic Materials
3.8%
Other
3.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-9.8%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
- Provides long-term growth of capital.
- Strategy
- Invests primarily in mid capitalization equity securities, including common and preferred stocks, from both domestic and foreign issuers. The Fund employs a long-term buy-and-own strategy based on fundamental analysis, focusing on companies with strong competitive profiles and value creation potential.
- Inception date
- May 24, 2021
- Fund family
- BBH
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Data updated on 2026-08-04