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
FI icon
51
Fiserv
FI
$65.8B
$493M 0.38%
2,858,032
+305,473
INTU icon
52
Intuit
INTU
$182B
$482M 0.37%
611,769
-31,266
EPD icon
53
Enterprise Products Partners
EPD
$66B
$478M 0.37%
15,428,246
-37,509
NOW icon
54
ServiceNow
NOW
$187B
$467M 0.36%
454,441
-43,002
IBM icon
55
IBM
IBM
$262B
$450M 0.35%
1,526,055
-135,878
BAC icon
56
Bank of America
BAC
$387B
$441M 0.34%
9,328,780
-2,988,981
BSX icon
57
Boston Scientific
BSX
$145B
$425M 0.33%
3,961,215
+44,274
EOG icon
58
EOG Resources
EOG
$59.3B
$424M 0.33%
3,547,775
-637,508
UNH icon
59
UnitedHealth
UNH
$327B
$421M 0.32%
1,348,285
+479,160
UNP icon
60
Union Pacific
UNP
$134B
$419M 0.32%
1,819,614
-326,760
SPOT icon
61
Spotify
SPOT
$138B
$418M 0.32%
544,500
+208,689
BA icon
62
Boeing
BA
$162B
$410M 0.32%
1,954,822
+1,103,387
VOO icon
63
Vanguard S&P 500 ETF
VOO
$757B
$404M 0.31%
710,824
-21,506
APO icon
64
Apollo Global Management
APO
$73B
$393M 0.3%
2,767,623
+10,164
PG icon
65
Procter & Gamble
PG
$345B
$389M 0.3%
2,438,754
-221,081
AMT icon
66
American Tower
AMT
$89B
$388M 0.3%
1,754,165
+335,420
CNP icon
67
CenterPoint Energy
CNP
$26B
$380M 0.29%
10,331,244
+873,603
COF icon
68
Capital One
COF
$138B
$375M 0.29%
1,760,934
+582,274
TMO icon
69
Thermo Fisher Scientific
TMO
$199B
$374M 0.29%
921,688
+37,529
EQT icon
70
EQT Corp
EQT
$34.6B
$365M 0.28%
6,259,701
+1,067,921
VST icon
71
Vistra
VST
$71.4B
$364M 0.28%
1,877,709
-239,807
COO icon
72
Cooper Companies
COO
$13.7B
$360M 0.28%
5,064,006
+1,455,208
FE icon
73
FirstEnergy
FE
$27.5B
$358M 0.28%
8,900,553
-190,743
TSM icon
74
TSMC
TSM
$1.58T
$356M 0.27%
1,569,924
+341,276
BLK icon
75
Blackrock
BLK
$186B
$355M 0.27%
338,683
-1,881
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3
4 5