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Neuberger Berman Small-Mid Cap (NBSM) ETF Holdings & Analysis
ETFOther
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What NBSM does
This fund aims to identify and allocate capital to fundamentally strong smaller and medium-sized enterprises that demonstrate superior and lasting potential for growth.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| STATE STR INSTL INVT TR TREAS MMKT FD INST | 4.63% | |
| WHITE MOUNTAINS INSURANCE GP COMMON STOCK | 2.86% | |
| HAEMONETICS CORP/MASS COMMON STOCK | 2.46% | |
| HAGERTY INC A COMMON STOCK | 2.33% | |
| TYLER TECHNOLOGIES INC COMMON STOCK | 2.31% | |
| RYAN SPECIALTY HOLDINGS INC COMMON STOCK | 2.29% | |
| UGI CORP COMMON STOCK | 2.20% | |
| REVVITY INC COMMON STOCK | 2.18% | |
| KIRBY CORP COMMON STOCK | 2.14% | |
| SPS COMMERCE INC COMMON STOCK | 2.03% |
Sector allocation
| Industrials | 24.15% |
| Financial Services | 18.02% |
| Healthcare | 16.67% |
| Technology | 13.63% |
| Energy | 6.04% |
| Consumer Cyclical | 5.87% |
| Utilities | 5.17% |
| Real Estate | 3.32% |
| Basic Materials | 2.84% |
| Communication Services | 2.73% |
| Consumer Defensive | 1.54% |
Geographic allocation
| Other | 4.52% |
| Bermuda | 2.87% |
| United States | 88.07% |
| Canada | 3.17% |
| Italy | 1.37% |
PortView Portfolio Insights
PortView analyzes how NBSM 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.
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Frequently asked questions
- What does NBSM track?
- NBSM is the Neuberger Berman Small-Mid Cap ETF, a Other ETF.
- What is the expense ratio of NBSM?
- Expense ratio data for NBSM is shown on the page when available from our data provider.
- What are the largest holdings in NBSM?
- Top holdings include STATE STR INSTL INVT TR TREAS MMKT FD INST, WTM, HAE, HGTY, TYL.
- How can PortView analyze NBSM overlap with other ETFs?
- PortView computes the holdings overlap between NBSM 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.