Verdicts genuinely change. Free email alert the moment BBMRX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
BBH Select Series Mid Cap Fund · BBH Trust
27 holdings
NON-COMPLIANT 25.05% of portfolio weight is in non-compliant holdings, over the 5% threshold.
27 holdings, 22 matched (82% of weight). Portfolio as of 2025-10-31, filed 2025-12-29. Source: SEC Form N-PORT.
0.55% of this portfolio’s income is non-permissible — weighted across holdings, computed over 76% of portfolio weight (21 of 27 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
46.6% compliant 8.6% questionable 25.1% non-compliant 18.0% unscreened
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| GWRE GUIDEWIRE SOFTWARE INC | QUESTIONABLE | 6.24% | AAOIFI3.2% Usmani16.9% Dow Jones Islamic2.8% S&P Shariah3.2% MSCI Islamic16.9% MSCI Islamic M-Series3.2% FTSE Shariah15.5% |
| ANET ARISTA NETWORKS INC | COMPLIANT | 5.39% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CBRE CBRE GROUP INC - A | COMPLIANT | 5.38% | AAOIFI20.1% Usmani27.9% Dow Jones Islamic19.6% S&P Shariah22.3% MSCI Islamic27.2% MSCI Islamic M-Series22.3% FTSE Shariah19.0% |
| TAKE-TWO INTERACTIVE SOFTWRE | UNSCREENED | 5.10% | no in-house ratios for this holding |
| GFL ENVIRONMENTAL INC-SUB VT | UNSCREENED | 4.82% | no in-house ratios for this holding |
| GXO GXO LOGISTICS INC | NON_COMPLIANT | 4.71% | AAOIFI110.4% Usmani53.3% Dow Jones Islamic105.4% S&P Shariah102.0% MSCI Islamic49.5% MSCI Islamic M-Series102.0% FTSE Shariah25.9% |
| WSO WATSCO INC | COMPLIANT | 4.54% | AAOIFI7.1% Usmani17.8% Dow Jones Islamic5.3% S&P Shariah5.4% MSCI Islamic17.6% MSCI Islamic M-Series5.4% FTSE Shariah9.6% |
| LPLA LPL FINANCIAL HOLDINGS INC | NON_COMPLIANT | 4.24% | AAOIFI27.1% Usmani37.7% Dow Jones Islamic28.8% S&P Shariah32.0% MSCI Islamic37.7% MSCI Islamic M-Series32.0% FTSE Shariah37.7% |
| ADVANCED DRAINAGE SYSTEMS IN | UNSCREENED | 4.07% | no in-house ratios for this holding |
| WST WEST PHARMACEUTICAL SERVICES | COMPLIANT | 4.06% | AAOIFI1.3% Usmani7.8% Dow Jones Islamic1.6% S&P Shariah1.4% MSCI Islamic7.7% MSCI Islamic M-Series1.4% FTSE Shariah5.0% |
| ENTG ENTEGRIS INC | COMPLIANT | 4.06% | AAOIFI16.5% Usmani42.3% Dow Jones Islamic22.1% S&P Shariah21.4% MSCI Islamic42.1% MSCI Islamic M-Series21.4% FTSE Shariah41.1% |
| FOUR SHIFT4 PAYMENTS INC-CLASS A | NON_COMPLIANT | 4.02% | AAOIFI125.9% Usmani52.5% Dow Jones Islamic74.0% S&P Shariah77.0% MSCI Islamic52.5% MSCI Islamic M-Series77.0% FTSE Shariah51.9% |
| VMC VULCAN MATERIALS CO | COMPLIANT | 3.59% | AAOIFI14.1% Usmani30.1% Dow Jones Islamic13.9% S&P Shariah14.6% MSCI Islamic30.1% MSCI Islamic M-Series14.6% FTSE Shariah26.6% |
| WH WYNDHAM HOTELS & RESORTS INC | NON_COMPLIANT | 3.56% | AAOIFI47.4% Usmani61.7% Dow Jones Islamic42.2% S&P Shariah43.4% MSCI Islamic61.7% MSCI Islamic M-Series43.4% FTSE Shariah61.7% |
| HEI HEICO CORP-CLASS A | COMPLIANT | 3.47% | AAOIFI5.8% Usmani25.6% Dow Jones Islamic31.9% S&P Shariah36.0% MSCI Islamic25.6% MSCI Islamic M-Series36.0% FTSE Shariah25.6% |
| BRO BROWN & BROWN INC | NON_COMPLIANT | 3.41% | AAOIFI33.8% Usmani27.0% Dow Jones Islamic29.0% S&P Shariah30.8% MSCI Islamic27.0% MSCI Islamic M-Series30.8% FTSE Shariah26.0% |
| ULS UL SOLUTIONS INC - CLASS A | COMPLIANT | 3.28% | AAOIFI3.2% Usmani15.3% Dow Jones Islamic3.4% S&P Shariahpass MSCI Islamic15.3% MSCI Islamic M-Seriespass FTSE Shariah9.7% |
| ICLR ICON PLC | COMPLIANT | 3.10% | AAOIFI17.7% Usmani13.7% Dow Jones Islamic16.8% S&P Shariah13.2% MSCI Islamic13.7% MSCI Islamic M-Series13.2% FTSE Shariah12.9% |
| KEYSIGHT TECHNOLOGIES IN | UNSCREENED | 2.95% | no in-house ratios for this holding |
| DAR DARLING INGREDIENTS INC | NON_COMPLIANT | 2.94% | AAOIFI41.5% Usmani38.0% Dow Jones Islamic62.6% S&P Shariah61.5% MSCI Islamic38.0% MSCI Islamic M-Series61.5% FTSE Shariah35.9% |
| ATR APTARGROUP INC | COMPLIANT | 2.91% | AAOIFI17.2% Usmani26.9% Dow Jones Islamic15.2% S&P Shariah15.4% MSCI Islamic26.9% MSCI Islamic M-Series15.4% FTSE Shariah26.0% |
| ITT ITT INC | COMPLIANT | 2.79% | AAOIFI17.1% Usmani27.9% Dow Jones Islamic22.2% S&P Shariah24.6% MSCI Islamic27.9% MSCI Islamic M-Series24.6% FTSE Shariah26.9% |
| BJ BJ'S WHOLESALE CLUB HOLDINGS | QUESTIONABLE | 2.35% | AAOIFI23.1% Usmani34.7% Dow Jones Islamic21.7% S&P Shariah23.4% MSCI Islamic34.7% MSCI Islamic M-Series23.4% FTSE Shariah7.9% |
| WSC WILLSCOT HOLDINGS CORP | NON_COMPLIANT | 2.16% | AAOIFI87.2% Usmani64.7% Dow Jones Islamic77.7% S&P Shariah64.9% MSCI Islamic64.7% MSCI Islamic M-Series64.9% FTSE Shariah59.6% |
| ZBRA ZEBRA TECHNOLOGIES CORP-CL A | COMPLIANT | 2.02% | AAOIFI21.5% Usmani34.3% Dow Jones Islamic19.7% S&P Shariah20.1% MSCI Islamic34.3% MSCI Islamic M-Series20.1% FTSE Shariah32.0% |
| TW TRADEWEB MARKETS INC-CLASS A | COMPLIANT | 1.96% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MISTER CAR WASH INC | UNSCREENED | 1.10% | no in-house ratios for this holding |
The published standards disagree about this fund by 21 points of portfolio weight — 50.9% of it passes FTSE Shariah, 30.2% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 49.8% ratios fail on 25.1% 23.4% not rated under AAOIFI
ratios pass on 42.8% ratios fail on 28.1% 27.4% not rated under Usmani
ratios pass on 50.3% ratios fail on 21.6% 26.4% not rated under Dow Jones Islamic
ratios pass on 46.8% ratios fail on 21.6% 29.8% not rated under S&P Shariah
ratios pass on 30.2% ratios fail on 39.7% 28.4% not rated under MSCI Islamic
ratios pass on 46.8% ratios fail on 21.6% 29.8% not rated under MSCI Islamic M-Series
ratios pass on 50.9% ratios fail on 21.0% 26.4% not rated under FTSE Shariah
22 of 27 listed holdings carry our own per-methodology verdicts (80% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 21 (75% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
BBH Select Series Mid Cap Fund (BBMRX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| GWREGUIDEWIRE SOFTWARE INC | 6.24% | Questionable |
| ANETARISTA NETWORKS INC | 5.39% | Compliant |
| CBRECBRE GROUP INC - A | 5.38% | Compliant |
| TAKE-TWO INTERACTIVE SOFTWREnot matched to a ticker | 5.10% | Not screened |
| GFL ENVIRONMENTAL INC-SUB VTnot matched to a ticker | 4.82% | Not screened |
| GXOGXO LOGISTICS INC | 4.71% | Non-compliant |
| WSOWATSCO INC | 4.54% | Compliant |
| LPLALPL FINANCIAL HOLDINGS INC | 4.24% | Non-compliant |
| ADVANCED DRAINAGE SYSTEMS INnot matched to a ticker | 4.07% | Not screened |
| WSTWEST PHARMACEUTICAL SERVICES | 4.06% | Compliant |
Top 10 of 27 holdings, 48.6% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for BBMRX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 4 days - this is not a reading of today
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.