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
NEU icon
1076
NewMarket
NEU
$7.37B
$2.93M ﹤0.01%
4,248
+204
FMX icon
1077
Fomento Económico Mexicano
FMX
$32.5B
$2.9M ﹤0.01%
28,156
+538
RF icon
1078
Regions Financial
RF
$21.9B
$2.9M ﹤0.01%
123,124
-11,523
TECK icon
1079
Teck Resources
TECK
$20.1B
$2.89M ﹤0.01%
71,652
+31,767
BTI icon
1080
British American Tobacco
BTI
$118B
$2.89M ﹤0.01%
61,049
+12,416
SFBS icon
1081
ServisFirst Bancshares
SFBS
$3.89B
$2.89M ﹤0.01%
37,238
-3,804
TRMB icon
1082
Trimble
TRMB
$18.5B
$2.86M ﹤0.01%
37,596
+7,639
CNXC icon
1083
Concentrix
CNXC
$2.2B
$2.85M ﹤0.01%
53,939
-1,014
RCI icon
1084
Rogers Communications
RCI
$20.7B
$2.83M ﹤0.01%
95,647
+12,534
FBIN icon
1085
Fortune Brands Innovations
FBIN
$5.77B
$2.82M ﹤0.01%
54,750
-103,291
IBIT icon
1086
iShares Bitcoin Trust
IBIT
$72.1B
$2.81M ﹤0.01%
45,937
-1,060
SCHD icon
1087
Schwab US Dividend Equity ETF
SCHD
$71.2B
$2.81M ﹤0.01%
105,959
+21,556
BP icon
1088
BP
BP
$93.4B
$2.8M ﹤0.01%
93,400
-13,731
KFY icon
1089
Korn Ferry
KFY
$3.41B
$2.75M ﹤0.01%
37,509
+5,171
SEIC icon
1090
SEI Investments
SEIC
$9.99B
$2.74M ﹤0.01%
30,516
+3,156
FHN icon
1091
First Horizon
FHN
$10.5B
$2.71M ﹤0.01%
128,010
+86,971
GSHD icon
1092
Goosehead Insurance
GSHD
$1.72B
$2.71M ﹤0.01%
25,707
-3,004
WRB icon
1093
W.R. Berkley
WRB
$29.3B
$2.69M ﹤0.01%
36,656
+9,685
WTW icon
1094
Willis Towers Watson
WTW
$30.8B
$2.69M ﹤0.01%
8,775
+1,375
SOBO
1095
South Bow Corp
SOBO
$5.71B
$2.67M ﹤0.01%
102,879
+6,432
RPM icon
1096
RPM International
RPM
$13.7B
$2.67M ﹤0.01%
24,265
-18,003
VV icon
1097
Vanguard Large-Cap ETF
VV
$46.5B
$2.65M ﹤0.01%
9,305
-2,106
NCNO icon
1098
nCino
NCNO
$2.96B
$2.65M ﹤0.01%
94,653
+21,780
PAA icon
1099
Plains All American Pipeline
PAA
$12B
$2.63M ﹤0.01%
143,667
+5,191
CMA icon
1100
Comerica
CMA
$10B
$2.62M ﹤0.01%
43,908
+1,620
42 43
44
45 46