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
376
$1.17M 0.03%
36,726
+8,708
377
$1.16M 0.03%
26,469
+6,219
378
$1.16M 0.03%
61,503
-3,990
379
$1.15M 0.03%
6,249
-189
380
$1.15M 0.03%
6,075
+1,238
381
$1.15M 0.03%
10,891
+2,485
382
$1.14M 0.03%
90,985
-20,469
383
$1.14M 0.03%
6,075
+1,238
384
$1.14M 0.03%
11,183
+2,483
385
$1.12M 0.03%
11,034
+2,484
386
$1.12M 0.03%
20,785
+4,978
387
$1.12M 0.03%
5,488
+1,243
388
$1.12M 0.03%
3,620
-1,358
389
$1.11M 0.03%
5,939
+1,239
390
$1.11M 0.03%
10,863
+2,486
391
$1.11M 0.03%
30,811
+10,433
392
$1.1M 0.03%
5,374
+1,243
393
$1.1M 0.03%
36,120
+3,553
394
$1.1M 0.03%
89,529
-33,969
395
$1.09M 0.03%
5,844
+1,240
396
$1.09M 0.03%
85,761
+6,878
397
$1.08M 0.03%
15,336
+3,631
398
$1.07M 0.03%
25,765
-17,143
399
$1.07M 0.03%
16,043
+3,730
400
$1.07M 0.03%
5,451
+1,243
14 15
16
17 18