Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $130B
1-Year Est. Return 22.03%
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130B
AUM Growth
+$10.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,133
New
Increased
Reduced
Closed

Top Buys

1
+$355M
2
+$343M
3
+$231M
4
AMD icon
Advanced Micro Devices
AMD
+$189M
5
NDAQ icon
Nasdaq
NDAQ
+$174M

Top Sells

1
+$318M
2
+$263M
3
+$233M
4
CRWV
CoreWeave Inc
CRWV
+$223M
5
PLTR icon
Palantir
PLTR
+$196M

Sector Composition

1 Technology 27%
2 Financials 14.54%
3 Industrials 11.86%
4 Consumer Discretionary 9.48%
5 Healthcare 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$5.84B 4.5%
11,747,108
+289,624
NVDA icon
2
NVIDIA
NVDA
$4.38T
$4.23B 3.26%
26,792,378
+722,176
AMZN icon
3
Amazon
AMZN
$2.3T
$3.75B 2.89%
17,103,800
+459,784
AAPL icon
4
Apple
AAPL
$3.7T
$3.41B 2.62%
16,611,145
-71,527
JPM icon
5
JPMorgan Chase
JPM
$832B
$2.62B 2.02%
9,047,799
+204,523
META icon
6
Meta Platforms (Facebook)
META
$1.8T
$1.86B 1.43%
2,518,971
+480,659
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.04T
$1.63B 1.25%
9,233,524
-931,531
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.04T
$1.57B 1.2%
8,826,110
-217,588
HD icon
9
Home Depot
HD
$387B
$1.51B 1.16%
4,121,073
+935,057
LLY icon
10
Eli Lilly
LLY
$741B
$1.21B 0.93%
1,555,975
+37,679
ORCL icon
11
Oracle
ORCL
$866B
$1.16B 0.89%
5,286,207
-148,071
AVGO icon
12
Broadcom
AVGO
$1.66T
$1.13B 0.87%
4,096,579
-442,451
TMUS icon
13
T-Mobile US
TMUS
$255B
$1.12B 0.86%
4,700,163
-178,061
IVV icon
14
iShares Core S&P 500 ETF
IVV
$660B
$1.09B 0.84%
1,752,832
+198,169
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.06B 0.81%
2,175,083
-278,432
V icon
16
Visa
V
$671B
$964M 0.74%
2,714,532
-108,190
COST icon
17
Costco
COST
$423B
$929M 0.72%
938,975
-39
MA icon
18
Mastercard
MA
$509B
$895M 0.69%
1,593,603
+69,726
SPGI icon
19
S&P Global
SPGI
$147B
$894M 0.69%
1,694,790
+88,526
NEE icon
20
NextEra Energy
NEE
$177B
$866M 0.67%
12,472,748
-815,562
XOM icon
21
Exxon Mobil
XOM
$476B
$752M 0.58%
6,976,934
-203,860
AON icon
22
Aon
AON
$76.7B
$742M 0.57%
2,080,814
-55,293
WMB icon
23
Williams Companies
WMB
$77.9B
$717M 0.55%
11,410,703
+1,918,879
ADI icon
24
Analog Devices
ADI
$117B
$686M 0.53%
2,883,471
-171,886
ASML icon
25
ASML
ASML
$392B
$677M 0.52%
845,053
-80,096
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