PortView
Baron ETF Trust - Baron SMID Cap (BCSM) ETF Holdings & Analysis
ETFOther
Track BCSM in your portfolio for free · Portfolio tracker
What BCSM does
BCSM invests in US small- and mid-cap companies with significant growth potential, sustainable competitive advantages, strong management teams, and attractive valuations. The fund invests in both developing and more established scalable businesses. The fund actively manages risk through diversification, industry exposure limits, position sizing, and balancing different types of growth opportunities. Holdings include depositary receipts. The fund may retain investments that grow beyond their original market-cap range.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| RUBRIK INC A | 4.30% | |
| CASH AND FOREIGN CURRENCY | 4.11% | |
| DYNATRACE INC | 3.79% | |
| NETSKOPE INC CL A | 3.77% | |
| SAMSARA INC CL A | 3.77% | |
| AXON ENTERPRISE INC | 2.81% | |
| GUIDEWIRE SOFTWARE INC | 2.71% | |
| REPLIGEN CORP | 2.47% | |
| TEMPUS AI INC CL A | 2.46% | |
| LOAR HOLDINGS INC | 2.37% |
Sector allocation
| Technology | 26.16% |
| Industrials | 23.92% |
| Healthcare | 21.66% |
| Consumer Cyclical | 11.37% |
| Communication Services | 7.24% |
| Financial Services | 6.72% |
| Basic Materials | 2.92% |
| Cash & Others | 0.01% |
Geographic allocation
| United States | 81.91% |
| Other | 3.99% |
| Italy | 3.37% |
| Israel | 2.76% |
| Netherlands | 2.16% |
| Sweden | 2.04% |
| Canada | 1.93% |
| Bermuda | 1.83% |
PortView Portfolio Insights
PortView analyzes how BCSM fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze BCSM in PortView →Related securities
Related stocks
Frequently asked questions
- What does BCSM track?
- BCSM is the Baron ETF Trust - Baron SMID Cap ETF, a Other ETF.
- What is the expense ratio of BCSM?
- Expense ratio data for BCSM is shown on the page when available from our data provider.
- What are the largest holdings in BCSM?
- Top holdings include RBRK, CASH AND FOREIGN CURRENCY, DT, NTSK, IOT.
- How can PortView analyze BCSM overlap with other ETFs?
- PortView computes the holdings overlap between BCSM and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.