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
476
$611K 0.01%
6,074
+1,238
477
$610K 0.01%
16,292
+3,728
478
$610K 0.01%
3,002
-22
479
$609K 0.01%
14,491
+1,425
480
$600K 0.01%
11,139
+2,484
481
$597K 0.01%
21,304
+4,974
482
$593K 0.01%
6,074
+1,238
483
$585K 0.01%
21,257
+4,974
484
$581K 0.01%
6,074
+1,238
485
$575K 0.01%
6,252
+1,237
486
$573K 0.01%
7,468
-4,442
487
$571K 0.01%
990
-123
488
$566K 0.01%
25,662
489
$565K 0.01%
35,663
+7,885
490
$562K 0.01%
16,232
+3,732
491
$561K 0.01%
4,547
+621
492
$555K 0.01%
11,425
+2,481
493
$554K 0.01%
+5,100
494
$539K 0.01%
6,074
+1,238
495
$539K 0.01%
+4,740
496
$530K 0.01%
41,176
+9,853
497
$525K 0.01%
3,846
498
$524K 0.01%
6,076
+1,238
499
$523K 0.01%
6,076
+1,238
500
$521K 0.01%
6,076
+1,238
18 19
20
21 22