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
401
$1.06M 0.02%
5,664
+1,241
402
$1.05M 0.02%
+1,716
403
$1.04M 0.02%
5,646
+1,241
404
$1.03M 0.02%
+933
405
$1.03M 0.02%
6,073
+1,238
406
$1.02M 0.02%
31,942
+7,461
407
$1M 0.02%
11,125
+2,484
408
$997K 0.02%
11,184
+2,483
409
$989K 0.02%
2,360
+1,615
410
$987K 0.02%
21,398
+4,973
411
$983K 0.02%
21,802
+4,931
412
$976K 0.02%
56,950
+13,690
413
$976K 0.02%
6,075
+1,238
414
$971K 0.02%
766
-5
415
$966K 0.02%
5,483
+1,243
416
$950K 0.02%
16,227
+3,729
417
$946K 0.02%
11,184
+2,483
418
$928K 0.02%
5,715
+1,241
419
$916K 0.02%
15,951
+3,731
420
$909K 0.02%
11,617
+1,140
421
$905K 0.02%
11,183
+2,483
422
$904K 0.02%
72,600
+17,422
423
$902K 0.02%
30,917
+7,364
424
$898K 0.02%
16,292
+3,728
425
$894K 0.02%
32,150
-10,929
15 16
17
18 19