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
$1.06B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
515
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$3.89M
3
+$3.03M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.01M
5
LLY icon
Eli Lilly
LLY
+$2.93M

Top Sells

1
+$1.37M
2
+$1.21M
3
+$710K
4
ALGN icon
Align Technology
ALGN
+$659K
5
ATVI
Activision Blizzard
ATVI
+$630K

Sector Composition

1 Technology 36.44%
2 Healthcare 12.54%
3 Consumer Discretionary 11.73%
4 Communication Services 10.47%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$265K 0.03%
+3,270
427
$265K 0.03%
14,270
+3,095
428
$263K 0.02%
+3,536
429
$263K 0.02%
+16,562
430
$262K 0.02%
+2,063
431
$262K 0.02%
+3,828
432
$262K 0.02%
+1,518
433
$261K 0.02%
20,547
+4,887
434
$261K 0.02%
+2,961
435
$260K 0.02%
51,786
+2,466
436
$258K 0.02%
+7,659
437
$257K 0.02%
+996
438
$257K 0.02%
759
439
$257K 0.02%
+538
440
$255K 0.02%
+3,105
441
$255K 0.02%
1,932
-4,290
442
$255K 0.02%
+8,934
443
$255K 0.02%
+13,165
444
$253K 0.02%
+4,395
445
$252K 0.02%
+2,130
446
$251K 0.02%
+2,122
447
$250K 0.02%
+1,756
448
$249K 0.02%
+757
449
$249K 0.02%
+595
450
$247K 0.02%
+2,930
16 17
18
19 20