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
526
$425K 0.01%
+22,557
527
$420K 0.01%
6,359
+1,236
528
$413K 0.01%
16,066
+1,577
529
$411K 0.01%
11,183
+2,483
530
$406K 0.01%
16,532
+3,726
531
$405K 0.01%
51,926
+5,111
532
$404K 0.01%
5,888
+1,240
533
$401K 0.01%
6,004
+1,239
534
$392K 0.01%
41,986
+9,952
535
$391K 0.01%
660
-5
536
$388K 0.01%
+3,480
537
$377K 0.01%
+12,384
538
$376K 0.01%
16,263
+3,728
539
$373K 0.01%
3,674
+1,624
540
$370K 0.01%
11,362
-12,537
541
$368K 0.01%
301
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542
$367K 0.01%
+45,476
543
$367K 0.01%
10,970
+2,485
544
$356K 0.01%
11,183
+2,483
545
$348K 0.01%
6,075
+1,238
546
$346K 0.01%
28,433
+2,793
547
$335K 0.01%
41
548
$331K 0.01%
22,233
-14,705
549
$330K 0.01%
11,194
+1,102
550
$327K 0.01%
965
-7
20 21
22
23 24