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Upturn AI Summary
BBH Select Large Cap ETF(BBHL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BBHL
10/02/2026: BBHL (2-star) is currently NOT-A-BUY. Pass it for now.
BBHL is an actively managed ETF that offers exposure to a concentrated, research-driven portfolio of large-capitalization US stocks. Its main strength lies in the fundamental investment expertise of Brown Brothers Harriman, which differentiates it from passive index alternatives. It serves as a core equity holding for investors seeking potential alpha, though it carries higher fees and concentration risks compared to broad index trackers. Key risks to monitor include the fund's ability to consistently outperform its benchmark and broader market performance. It is most suitable for long-term investors looking for a high-conviction approach to large-cap equities.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund targets companies with strong fundamental growth drivers in the large-cap space. |
| Momentum investor | Mixed fit | Active management may not always align with short-term momentum signals, making this fit conditional on the current manager's success. |
| Value investor | Mixed fit | While fundamental analysis is used, the focus is on quality-growth rather than traditional deep-value metrics. |
| Dividend/Income investor | Weak fit | The portfolio focus is primarily on capital appreciation rather than consistent high-yield income generation. |
| Low-risk investor | Weak fit | Concentrated active portfolios often carry higher specific risk and volatility than diversified index funds. |
Investor Profile
Ideal Investor Profile
Investors seeking active management from a highly reputable firm, who believe that fundamental analysis can yield superior long-term results.
Suitability
Best suited for long-term investors comfortable with active management fees and concentration risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Concentrated holdings mean that price swings in individual names can significantly impact overall performance. |
| Market risk | High | As an equity fund, it is fully exposed to broad market downturns and systemic financial risks. |
| Concentration | High | Holding fewer securities increases the impact of any single company's poor performance on the fund. |
| Tracking/expense | Medium | Active management entails higher fees and performance divergence from the S&P 500. |
| Liquidity | Medium | Lower trading volume compared to major ETFs could lead to higher slippage during market stress. |
| Business/sector quality | Medium | The fund's success depends heavily on the quality of corporate business models selected by management. |
Risk Analysis
Volatility
BBHL exhibits volatility consistent with a concentrated equity portfolio, typically tracking or exceeding broad market swings.
Market Risk
The fund is highly sensitive to the systematic performance of US large-cap equities and economic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98 | The fund invests primarily in large, established companies that the managers believe offer superior growth potential and quality. |
| Cash/collateral | Cash and Cash Equivalents | 2 | This small cash buffer is maintained for operational liquidity and daily trade settlement. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 2.04% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $530.24M |
| Issuer | BBH |
| Distribution Yield | 0.24% |
| Inception | Sep 9, 2019 |
Performance
| Period | Total Return |
|---|---|
| YTD | +7.32% |
| 1 Year | +8.10% |
| 3 Year | +16.16% |
| 5 Year | +9.25% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 12.22% |
| 3Y Volatility | 11.9% |
| 3Y Sharpe Ratio | 0.83 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 42.50% |
| Mega Cap | 41.18% |
| Mid Cap | 13.11% |
| Small Cap | 0.65% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 37.89% |
| Financial Services | 16.03% |
| Industrials | 9.57% |
| Consumer Cyclicals | 9.31% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 24.27x |
| Portfolio P/B | 5.49x |
| Portfolio P/S | 4.72x |
Top Holdings
| Holding | Weight |
|---|---|
| Microsoft | 8.05% |
| Alphabet Class C | 6.37% |
| Apple | 5.47% |
| Amazon | 5.32% |
| Mastercard | 4.18% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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