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NBSM

Neuberger Berman Small-Mid Cap ETF
1W: -2.1% 1M: -9.2% 3M: -3.1% YTD: -2.8% 1Y: +1.1%
$24.67
-0.44 (-1.75%)
After Hours: $24.71 (+0.04, +0.18%)
ETF AMEX · AUM $222.6M
ETF-Level Metrics
AUM$223M
Holdings67
Top 10 Wt22.6%
Beta0.92
% Profitable89%
Coverage97%
Portfolio Valuation
P/E27.4
P/B3.6
P/S2.7
EV/EBITDA14.8
P/FCF25.0
PEG3.85
Profitability & Returns
Gross Margin37.5%
Net Margin9.8%
ROE14.1%
ROA4.4%
ROIC10.8%
Div Yield1.05%
Leverage & Liquidity
Debt/Equity0.74
Debt/Assets0.23
Net Debt/EBITDA1.7x
Interest Cov4.2x
Current Ratio0.58
Quick Ratio0.46
Growth (YoY)
Revenue+11.0%
Net Income+20.2%
EPS+19.4%
FCF+22.8%
EBITDA+22.1%
Rev CAGR 3Y+7.5%
Quality Scores
Piotroski F6.6
Altman Z5.01
IS Quality72.2
IS Overall58.9
IS Value51.8
Median P/E23.6

Sector Breakdown

10 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 22 33.8% 62.3
Technology 13 17.3% 1043.7
Financial Services 10 16.1% 21.5
Healthcare 6 7.9% 32.7
Energy 4 6.6% -20.2
Utilities 4 6.1% 19.6
Consumer Cyclical 4 4.6% 26.7
Real Estate 2 2.8% 38.8
Communication Services 2 2.8% 37.7
Other 3 2.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 70 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 STATE STR INSTL INVT TR TREAS MMKT FD INST Private 2.69% $5.7M 5,700,866
2 VALMONT INDUSTRIES COMMON STOCK VMI 2.44% $5.2M 12,622 23.7 $7.7B Industrials
3 WHITE MOUNTAINS INSURANCE GP COMMON STOCK WTM 2.34% $5.0M 2,251 5.0 $5.3B Financial Services
4 BRADY CORPORATION CL A COMMON STOCK BRC 2.31% $4.9M 56,891 18.7 $3.8B Industrials
5 KIRBY CORP COMMON STOCK KEX 2.30% $4.9M 39,232 19.9 $7.1B Industrials
6 CNX RESOURCES CORP COMMON STOCK CNX 2.27% $4.8M 114,754 8.7 $5.8B Energy
7 RBC BEARINGS INC COMMON STOCK RBC 2.22% $4.7M 8,615 62.3 $16.8B Industrials
8 TIDEWATER INC COMMON STOCK TDW 2.21% $4.7M 62,986 10.7 $3.6B Energy
9 LITTELFUSE INC COMMON STOCK LFUS 2.19% $4.6M 14,081 -111.4 $8.1B Technology
10 ARCOSA INC COMMON STOCK ACA 2.19% $4.6M 43,756 23.7 $4.9B Industrials
11 UGI CORP COMMON STOCK UGI 2.09% $4.4M 122,097 12.7 $7.6B Utilities
12 GATES INDUSTRIAL CORP PLC COMMON STOCK GTES 2.02% $4.3M 187,154 22.2 $5.6B Industrials
13 MARKETAXESS HOLDINGS INC COMMON STOCK MKTX 2.00% $4.2M 23,488 26.0 $6.5B Financial Services
14 APTARGROUP INC COMMON STOCK ATR 1.99% $4.2M 32,716 20.0 $7.9B Healthcare
15 TORO CO COMMON STOCK TTC 1.99% $4.2M 44,513 27.5 $9.1B Industrials
16 COMMUNITY FINANCIAL SYSTEM I COMMON STOCK CBU 1.98% $4.2M 73,080 15.0 $3.0B Financial Services
17 STEWART INFORMATION SERVICES COMMON STOCK STC 1.93% $4.1M 63,861 14.4 $1.7B Financial Services
18 ITT INC COMMON STOCK ITT 1.92% $4.1M 21,636 29.9 $15.7B Industrials
19 JACK HENRY + ASSOCIATES INC COMMON STOCK JKHY 1.85% $3.9M 23,474 23.6 $12.0B Technology
20 MKS INC COMMON STOCK MKSI 1.84% $3.9M 17,614 51.8 $15.3B Technology
21 ARMSTRONG WORLD INDUSTRIES COMMON STOCK AWI 1.80% $3.8M 22,766 23.1 $7.1B Industrials
22 UMB FINANCIAL CORP COMMON STOCK UMBF 1.77% $3.8M 33,814 11.8 $8.3B Financial Services
23 PROSPERITY BANCSHARES INC COMMON STOCK PB 1.75% $3.7M 57,365 11.3 $6.6B Financial Services
24 ALLIANT ENERGY CORP COMMON STOCK LNT 1.75% $3.7M 50,812 21.8 $17.7B Utilities
25 AMERICAN STATES WATER CO COMMON STOCK AWR 1.69% $3.6M 47,573 21.4 $2.8B Utilities
26 ENERPAC TOOL GROUP CORP COMMON STOCK EPAC 1.65% $3.5M 96,545 21.1 $1.9B Industrials
27 LATTICE SEMICONDUCTOR CORP COMMON STOCK LSCC 1.62% $3.4M 38,241 3928.6 $12.1B Technology
28 CRANE CO COMMON STOCK CR 1.60% $3.4M 19,450 26.4 $9.7B Industrials
29 VIPER ENERGY INC CL A COMMON STOCK VNOM 1.60% $3.4M 75,675 -119.2 $18.0B Energy
30 NEXSTAR MEDIA GROUP INC COMMON STOCK NXST 1.59% $3.4M 14,251 63.1 $6.9B Communication Services
31 POWER INTEGRATIONS INC COMMON STOCK POWI 1.58% $3.4M 71,733 116.3 $2.6B Technology
32 FIRSTSERVICE CORP COMMON STOCK FSV.TO 1.52% $3.2M 22,701 42.1 $8.5B Real Estate
33 CASEY S GENERAL STORES INC COMMON STOCK CASY 1.50% $3.2M 4,711 37.6 $24.5B Consumer Cyclical
34 ENTEGRIS INC COMMON STOCK ENTG 1.49% $3.2M 28,312 73.9 $17.4B Technology
35 TYLER TECHNOLOGIES INC COMMON STOCK TYL 1.48% $3.1M 8,994 47.8 $15.1B Technology
36 HAGERTY INC A COMMON STOCK HGTY 1.47% $3.1M 301,279 21.5 $3.6B Financial Services
37 MANHATTAN ASSOCIATES INC COMMON STOCK MANH 1.46% $3.1M 21,892 37.5 $8.3B Technology
38 REVVITY INC COMMON STOCK PKI 1.46% $3.1M 35,818 40.3 $14.5B Healthcare
39 SIMPSON MANUFACTURING CO INC COMMON STOCK SSD 1.43% $3.0M 17,015 20.0 $6.9B Industrials
40 RYAN SPECIALTY HOLDINGS INC COMMON STOCK RYAN 1.43% $3.0M 84,046 70.9 $4.5B Financial Services
41 LINCOLN ELECTRIC HOLDINGS COMMON STOCK LECO 1.42% $3.0M 11,594 26.4 $13.7B Industrials
42 BIO TECHNE CORP COMMON STOCK TECH 1.39% $2.9M 60,303 98.9 $8.1B Healthcare
43 HAEMONETICS CORP/MASS COMMON STOCK HAE 1.32% $2.8M 46,974 15.6 $2.7B Healthcare
44 COLLIERS INTL GR SUBORD VOT COMMON STOCK CIGI.TO 1.31% $2.8M 25,588 35.5 $6.9B Real Estate
45 WILEY (JOHN) + SONS CLASS A COMMON STOCK JW-A 1.21% $2.6M 69,931 12.2 Communication Services
46 CORE + MAIN INC CLASS A COMMON STOCK CNM 1.21% $2.6M 53,386 20.7 $8.9B Industrials
47 TEXAS ROADHOUSE INC COMMON STOCK TXRH 1.15% $2.4M 14,339 27.8 $11.3B Consumer Cyclical
48 BRIGHT HORIZONS FAMILY SOLUT COMMON STOCK BFAM 1.13% $2.4M 31,225 22.5 $4.4B Consumer Cyclical
49 UL SOLUTIONS INC CLASS A COMMON STOCK ULS 1.13% $2.4M 28,162 51.3 $16.6B Industrials
50 WATTS WATER TECHNOLOGIES A COMMON STOCK WTS 1.11% $2.4M 7,833 28.4 $9.7B Industrials

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms