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
551
$325K 0.01%
5,808
+1,240
552
$324K 0.01%
+4,818
553
$323K 0.01%
15,895
+3,731
554
$303K 0.01%
652
-4
555
$297K 0.01%
+16,560
556
$296K 0.01%
681
-5
557
$283K 0.01%
3,388
558
$280K 0.01%
5,223
-8,053
559
$280K 0.01%
26,730
+6,217
560
$273K 0.01%
707
-5
561
$267K 0.01%
+5,827
562
$266K 0.01%
64,655
+6,365
563
$265K 0.01%
+11,640
564
$263K 0.01%
+1,920
565
$253K 0.01%
526
-4
566
$252K 0.01%
6,076
+1,238
567
$251K 0.01%
888
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$248K 0.01%
731
-5
569
$243K 0.01%
6,405
+1,238
570
$240K 0.01%
+6,111
571
$239K 0.01%
8,329
+817
572
$237K 0.01%
11,352
573
$236K 0.01%
1,943
+237
574
$234K 0.01%
803
-6
575
$227K 0.01%
11,835
-4,915
21 22
23
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