BBHMBBH Select Mid Cap ETF
Provides long-term growth of capital.
By BBH · Launched 2021
Annual Cost
0.81%
#4,555 of 6,040 · expensive
Fund Size
$419M
#1,805 of 6,040 · large
Return (1Y)
N/A
Track Record
5 years
#2,340 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,416+4.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
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
98.3%
Cash
1.6%
By sector
Industrials
30.5%
Technology
25.2%
Financial Services
9.4%
Consumer Defensive
7.7%
Healthcare
7.5%
Basic Materials
6.0%
Real Estate
4.6%
Consumer Cyclical
3.9%
Other
5.1%
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 2026-09-18