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
FERG icon
1051
Ferguson
FERG
$48.7B
$3.29M ﹤0.01%
15,122
+4,307
MGA icon
1052
Magna International
MGA
$13.8B
$3.29M ﹤0.01%
85,208
+37,284
RDW icon
1053
Redwire
RDW
$893M
$3.27M ﹤0.01%
200,639
+85,799
EIX icon
1054
Edison International
EIX
$22.6B
$3.26M ﹤0.01%
63,188
+1,658
ADM icon
1055
Archer Daniels Midland
ADM
$28.2B
$3.26M ﹤0.01%
61,767
+6,923
BF.B icon
1056
Brown-Forman Class B
BF.B
$13.2B
$3.22M ﹤0.01%
119,659
-11,207
PODD icon
1057
Insulet
PODD
$23.4B
$3.22M ﹤0.01%
10,236
+2,533
UVV icon
1058
Universal Corp
UVV
$1.32B
$3.21M ﹤0.01%
55,188
-313
IBDX icon
1059
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.27B
$3.2M ﹤0.01%
126,635
+600
RDY icon
1060
Dr. Reddy's Laboratories
RDY
$11.6B
$3.18M ﹤0.01%
211,529
+140,354
SMR icon
1061
NuScale Power
SMR
$3.76B
$3.17M ﹤0.01%
80,116
+58,212
SGC icon
1062
Superior Group of Companies
SGC
$142M
$3.14M ﹤0.01%
305,102
-23,579
WSM icon
1063
Williams-Sonoma
WSM
$22.2B
$3.12M ﹤0.01%
19,121
-24,435
TTE icon
1064
TotalEnergies
TTE
$141B
$3.11M ﹤0.01%
50,590
+8,491
F icon
1065
Ford
F
$52.6B
$3.05M ﹤0.01%
280,928
+90,761
SMIN icon
1066
iShares MSCI India Small-Cap ETF
SMIN
$918M
$3.04M ﹤0.01%
39,490
+7,201
BAC.PRL icon
1067
Bank of America Series L
BAC.PRL
$3.84B
$3.04M ﹤0.01%
2,508
-130
BBVA icon
1068
Banco Bilbao Vizcaya Argentaria
BBVA
$122B
$3.04M ﹤0.01%
197,614
+5,723
IBDW icon
1069
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.83B
$3.02M ﹤0.01%
143,708
+2,315
VMC icon
1070
Vulcan Materials
VMC
$37.1B
$3.01M ﹤0.01%
11,531
+502
RYAAY icon
1071
Ryanair
RYAAY
$33.2B
$2.99M ﹤0.01%
51,768
+1,315
RBRK icon
1072
Rubrik
RBRK
$14.1B
$2.98M ﹤0.01%
33,308
-13,255
VOYG
1073
Voyager Technologies
VOYG
$1.18B
$2.97M ﹤0.01%
+75,684
RGA icon
1074
Reinsurance Group of America
RGA
$12.4B
$2.94M ﹤0.01%
14,823
+2,585
MC icon
1075
Moelis & Co
MC
$4.69B
$2.94M ﹤0.01%
47,130
-3,236
41 42
43
44 45