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
476
$222K 0.02%
+2,051
477
$220K 0.02%
+2,125
478
$220K 0.02%
+7,442
479
$219K 0.02%
+6,622
480
$218K 0.02%
+546
481
$217K 0.02%
+4,046
482
$217K 0.02%
+614
483
$216K 0.02%
+748
484
$215K 0.02%
+989
485
$214K 0.02%
+5,533
486
$213K 0.02%
+3,180
487
$213K 0.02%
+11,141
488
$212K 0.02%
1,911
+91
489
$211K 0.02%
+1,952
490
$210K 0.02%
+9,438
491
$208K 0.02%
+2,065
492
$208K 0.02%
+2,123
493
$206K 0.02%
+23,973
494
$205K 0.02%
+996
495
$205K 0.02%
+22,387
496
$204K 0.02%
+4,328
497
$204K 0.02%
+494
498
$203K 0.02%
+768
499
$201K 0.02%
+62,159
500
$201K 0.02%
+8,308
17 18 19
20
21