NBSM – Neuberger Small-Mid Cap ETF – ETF Stock Quote | Morningstar

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Will NBSM outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBSM’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the NBSM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of NBSM’s parent organization’s priorities and whether they’re in line with investors’ interests.

A quality-focused ETF.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

While Neuberger Berman Small-Mid Cap ETF has struggled since its launch, there is reason to stay the course.

by Chris Tate

Rated on Apr 27, 2026 Published on Apr 27, 2026

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Portfolio Holdings NBSM

More NBSM Holdings

Current Portfolio Date Jul 18, 2026
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 20.8

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
State Street Instl Treasury MMkt Instl	3.51	4M	Cash and Equivalents
Kirby Corp	2.28	3M	Industrials
AptarGroup Inc	2.23	3M	Healthcare
Revvity Inc	2.19	3M	Healthcare
Community Financial System Inc	2.11	2M	Financial Services
Gates Industrial Corp PLC	2.09	2M	Industrials
UMB Financial Corp	2.07	2M	Financial Services
White Mountains Insurance Group Ltd	2.03	2M	Financial Services
Haemonetics Corp	2.00	2M	Healthcare
Stewart Information Services Corp	1.93	2M	Financial Services

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