NIM

NEOS Investment Management Portfolio holdings

AUM $13.4B
1-Year Est. Return 30.09%
This Quarter Est. Return
1 Year Est. Return
+30.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.25B
AUM Growth
+$935M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$76.3M
2
+$70.6M
3
+$54.5M
4
MSFT icon
Microsoft
MSFT
+$53.4M
5
AMZN icon
Amazon
AMZN
+$39.8M

Top Sells

1
+$17.1M
2
+$17.1M
3
+$3.06M
4
RARE icon
Ultragenyx Pharmaceutical
RARE
+$2.53M
5
PODD icon
Insulet
PODD
+$1.32M

Sector Composition

1 Technology 33.68%
2 Consumer Discretionary 10.52%
3 Healthcare 10.01%
4 Communication Services 9.79%
5 Financials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.36M 0.03%
4,145
-202
352
$1.34M 0.03%
6,074
+1,238
353
$1.34M 0.03%
11,183
+2,483
354
$1.33M 0.03%
56,755
+13,587
355
$1.33M 0.03%
11,402
+2,482
356
$1.32M 0.03%
11,183
+2,483
357
$1.31M 0.03%
11,334
+2,482
358
$1.31M 0.03%
10,866
+2,486
359
$1.31M 0.03%
5,962
+1,239
360
$1.29M 0.03%
2,157
+515
361
$1.27M 0.03%
5,632
+1,242
362
$1.26M 0.03%
10,892
+2,485
363
$1.26M 0.03%
21,401
+4,973
364
$1.25M 0.03%
11,090
+2,484
365
$1.25M 0.03%
6,074
+1,238
366
$1.24M 0.03%
31,146
+7,467
367
$1.23M 0.03%
33,461
+17,033
368
$1.22M 0.03%
36,225
+8,712
369
$1.21M 0.03%
36,889
+8,707
370
$1.2M 0.03%
44,343
+29,542
371
$1.2M 0.03%
20,841
+4,977
372
$1.2M 0.03%
10,985
+2,485
373
$1.18M 0.03%
42,066
+9,951
374
$1.18M 0.03%
46,299
+11,098
375
$1.17M 0.03%
11,183
+2,483
13 14
15
16 17