- Investment Process
- Investment Criteria
- Valuation Discipline
- Risk Management
Oops, this table is temporarily unavailable.
Please try again later or refresh the table.Composite Performance as of 03/31/2025
BBH U.S. Large Cap Equity Composite
| Total Returns | Average Annual Total Returns | |||||||
|---|---|---|---|---|---|---|---|---|
|
Composite/Benchmark
|
3 Mo.
|
YTD
|
1 Yr.
|
3 Yr.
|
5 Yr.
|
10 Yr.
|
Since Inception (10/01/2005) |
|
|
BBH U.S. Large Cap Equity Composite
(Gross of Fees)
|
-0.27% | -0.27% | 6.66% | 7.75% | 15.91% | 10.34% | 10.49% | |
|
BBH U.S. Large Cap Equity Composite
(Net of Fees)
|
-0.52% | -0.52% | 5.61% | 6.69% | 14.77% | 9.26% | 9.40% | |
|
S&P 500 Total Return Index
|
-4.27% | -4.27% | 8.25% | 9.07% | 18.59% | 12.50% | 10.23% | |
The S&P 500 is an unmanaged weighted index of 500 stocks providing a broad indicator of stock price movements. The composition of the index is materially different than the Strategy’s holdings. The index is not available for direct investment.
Oops, this table is temporarily unavailable.
Please try again later or refresh the table.Portfolio Characteristics as of 03/31/2025
BBH US Large Cap Equity
|
Composite Assets (mil)
|
$458.5
|
|
|
Number of Securities Held
|
29
|
|
|
Average P/E
|
27.1
|
|
|
Average Market Cap (bil)
|
$509.6
|
|
|
Turnover (Rolling 12-months)
|
10.95%
|
Portfolio holdings and characteristics are subject to change.
Portfolio Characteristics are of the Representative Account. The Representative Account is managed with the same investment objectives and employs substantially the same investment philosophy and processes as the strategy.
Past performance does not guarantee future results.