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BBBMX

BBH Limited Duration Fund
1W: +0.0% 1M: -0.1% 3M: -0.5% YTD: +0.3% 1Y: +3.7% 3Y: +18.2% 5Y: +19.7%
$10.46
-0.01 (-0.10%)
 
ETF NASDAQ · AUM $10.5B
ETF-Level Metrics
AUM$10.5B
Holdings
Top 10 Wt—%
Beta0.11
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 485 93.9%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 485 holdings · Page 1 of 10
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 US T BILL ZCP 11/28/25 Private 1.16% $117.4M 117,765,000
2 US T BILL ZCP 11/04/25 Private 1.03% $104.2M 104,255,000
3 T/L HONEYWELL 0% 05/30/2027 Private 0.98% $100.0M 100,000,000
4 US T BILL ZCP 11/13/25 Private 0.98% $99.9M 100,000,000
5 US T BILL ZCP 11/25/25 Private 0.98% $99.7M 100,000,000
6 US T BILL ZCP 12/02/25 Private 0.98% $99.7M 100,000,000
7 US T BILL ZCP 12/11/25 Private 0.98% $99.6M 100,000,000
8 US T BILL ZCP 12/30/25 Private 0.98% $99.4M 100,000,000
9 US T BILL ZCP 01/06/26 Private 0.98% $99.3M 100,000,000
10 US T BILL ZCP 01/15/26 Private 0.98% $99.2M 100,000,000
11 US T BILL ZCP 02/05/26 Private 0.98% $99.0M 100,000,000
12 US T BILL ZCP 03/12/26 Private 0.97% $98.7M 100,000,000
13 US T BILL ZCP 04/16/26 Private 0.97% $98.3M 100,000,000
14 AIR LEASE CORP 2.875% 01/15/26 Private 0.92% $93.9M 94,226,000
15 US T BILL ZCP 12/23/25 Private 0.81% $81.9M 82,395,000
16 FORD MOTOR CRE 3.375% 11/13/25 Private 0.73% $73.9M 73,945,000
17 TRUIST BANK V/R 05/20/27 Private 0.72% $72.9M 72,735,000
18 ARES CAPITAL C 3.875% 01/15/26 Private 0.68% $69.1M 69,179,000
19 ROYAL BANK OF CAN V/R 03/27/28 Private 0.64% $65.0M 64,445,000
20 EDISON INTERNATIONA V/R /PERP/ Private 0.60% $61.1M 61,690,000
21 T/L CHARTER COMMUN 0% 12/07/30 Private 0.60% $60.7M 60,821,051
22 GENERAL MOTORS 1.25% 01/08/26 Private 0.59% $60.3M 60,645,000
23 MERCEDES-BENZ F 4.65% 04/01/27 Private 0.57% $58.1M 57,680,000
24 FNMA D/N 11/03/25 Private 0.56% $57.0M 57,000,000
25 CNH INDUSTRIAL 1.875% 01/15/26 Private 0.55% $56.2M 56,525,000
26 CVS HEALTH CORP 5% 02/20/26 Private 0.55% $55.7M 55,622,000
27 MUTUAL OF OMAH 4.514% 06/09/28 Private 0.54% $54.5M 54,060,000
28 UBS GROUP AG V/R 01/12/27 Private 0.53% $53.7M 53,570,000
29 NEUB 2020-38A AR V/R 10/20/36 Private 0.51% $52.0M 52,000,000
30 FLX 2021-1A A2 3.25% 11/25/26 Private 0.49% $50.1M 50,300,000
31 MDPK 2021-49A AR V/R 10/19/34 Private 0.49% $50.0M 50,000,000
32 GLM 2019-6A AR2 V/R 04/20/35 Private 0.49% $49.9M 50,000,000
33 AON GLOBAL LTD 3.875% 12/15/25 Private 0.49% $49.8M 49,817,000
34 ATHENE GLOBAL 5.583% 01/09/29 Private 0.49% $49.4M 47,995,000
35 ELI LILLY & CO 4.55% 02/12/28 Private 0.48% $48.9M 48,105,000
36 DRAWBRIDGE SPE 3.875% 02/15/26 Private 0.48% $48.6M 48,895,000
37 STATE STREET C 4.536% 02/28/28 Private 0.48% $48.5M 47,860,000
38 OPTN 2025-C A 4.49% 09/01/27 Private 0.48% $48.3M 48,380,000
39 OCT41 2019-2A A1 V/R 10/15/33 Private 0.47% $48.1M 48,100,000
40 HAT HOLDINGS I 3.375% 06/15/26 Private 0.47% $48.1M 48,540,000
41 MARS INC 4.45% 03/01/27 Private 0.46% $47.1M 46,820,000
42 ELI LILLY & CO 4.15% 08/14/27 Private 0.46% $46.5M 46,200,000
43 SPGN 2022-TFLM A V/R 02/25/27 Private 0.46% $46.3M 46,350,000
44 VOLKSWAGEN GROUP 3.2% 09/26/26 Private 0.46% $46.3M 46,749,000
45 CITIBANK NA 4.576% 05/29/27 Private 0.45% $46.2M 45,775,000
46 CITIGROUP INC V/R 05/07/28 Private 0.45% $46.1M 45,795,000
47 PNC BANK NA V/R 05/13/27 Private 0.45% $46.0M 45,895,000
48 HYUNDAI CAPITA 4.875% 06/23/27 Private 0.44% $45.0M 44,615,000
49 JOHN DEERE CAPITA V/R 03/06/28 Private 0.44% $44.7M 44,670,000
50 PRA HEALTH SCI 2.875% 07/15/26 Private 0.44% $44.3M 44,811,000
1 2 3 ... 10 Next →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms