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
451
$245K 0.02%
+3,115
452
$245K 0.02%
+2,112
453
$243K 0.02%
+22,110
454
$243K 0.02%
+8,423
455
$243K 0.02%
+817
456
$241K 0.02%
8,589
+409
457
$240K 0.02%
+4,139
458
$240K 0.02%
+6,065
459
$239K 0.02%
+2,126
460
$238K 0.02%
+1,650
461
$237K 0.02%
+3,273
462
$233K 0.02%
2,709
+129
463
$233K 0.02%
+3,264
464
$232K 0.02%
+2,160
465
$232K 0.02%
+3,261
466
$231K 0.02%
441
+21
467
$230K 0.02%
+2,123
468
$230K 0.02%
+1,804
469
$226K 0.02%
+15,507
470
$226K 0.02%
+994
471
$225K 0.02%
+908
472
$224K 0.02%
+5,872
473
$224K 0.02%
+2,782
474
$224K 0.02%
+3,267
475
$222K 0.02%
+1,651
17 18
19
20 21