Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $137B
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
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
BA.PRA
876
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.35B
$6.94M 0.01%
102,050
+1,775
ESGU icon
877
iShares ESG Aware MSCI USA ETF
ESGU
$15B
$6.9M 0.01%
50,974
-7,303
PCOR icon
878
Procore
PCOR
$11.7B
$6.88M 0.01%
100,533
-56,936
GBDC icon
879
Golub Capital BDC
GBDC
$3.69B
$6.87M 0.01%
468,678
-11,405
FSLR icon
880
First Solar
FSLR
$27.2B
$6.83M 0.01%
41,249
-55,425
NWG icon
881
NatWest
NWG
$63.5B
$6.79M 0.01%
479,538
+3,764
CTRE icon
882
CareTrust REIT
CTRE
$8.01B
$6.74M 0.01%
220,282
+17,420
VWOB icon
883
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.87B
$6.71M 0.01%
102,612
-19,036
B
884
Barrick Mining
B
$62.5B
$6.64M 0.01%
320,117
+106,715
RL icon
885
Ralph Lauren
RL
$20.1B
$6.62M 0.01%
24,136
-754
TBIL
886
US Treasury 3 Month Bill ETF
TBIL
$5.96B
$6.61M 0.01%
132,300
-39,073
RRR icon
887
Red Rock Resorts
RRR
$3.44B
$6.6M 0.01%
126,917
+5,384
PHM icon
888
Pultegroup
PHM
$23.1B
$6.56M 0.01%
62,200
-553
DAR icon
889
Darling Ingredients
DAR
$5.5B
$6.56M 0.01%
172,834
+24,466
CTSH icon
890
Cognizant
CTSH
$35B
$6.5M 0.01%
83,348
+45,316
CFG icon
891
Citizens Financial Group
CFG
$22.2B
$6.46M 0.01%
144,332
-25,360
PCG.PRX
892
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.34B
$6.45M 0.01%
171,599
-420
EXC icon
893
Exelon
EXC
$46.3B
$6.45M 0.01%
148,567
+21,589
FBRT
894
Franklin BSP Realty Trust
FBRT
$816M
$6.43M 0.01%
601,953
+926
TEAM icon
895
Atlassian
TEAM
$39.9B
$6.41M ﹤0.01%
31,570
-292
MTD icon
896
Mettler-Toledo International
MTD
$28.7B
$6.39M ﹤0.01%
5,441
-1,617
HTGC icon
897
Hercules Capital
HTGC
$3.19B
$6.39M ﹤0.01%
349,374
+229,921
EFA icon
898
iShares MSCI EAFE ETF
EFA
$68.7B
$6.38M ﹤0.01%
71,390
-12,043
BUD icon
899
AB InBev
BUD
$125B
$6.38M ﹤0.01%
92,805
+59,546
BWIN
900
Baldwin Insurance Group
BWIN
$1.96B
$6.37M ﹤0.01%
148,863
+3,176
34 35
36
37 38