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Neuberger Berman Group Portfolio holdings
AUM
$131B
1-Year Est. Return
28.36%
This Fund
S&P 500
This Quarter
Est. Return
+12.24%
1 Year Est. Return
+28.36%
3 Year Est. Return
+86.21%
5 Year Est. Return
+112.87%
10 Year Est. Return
+467.9%
AUM
$130B
AUM Growth
+$10.6B
(+8.8%)
Cap. Flow
-$166M
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
21.27%
Holding
2,133
New
166
Increased
1,007
Reduced
797
Closed
85
Top Buys
| 1 |
Home Depot
HD
|
+$338M |
| 2 |
Meta Platforms (Facebook)
META
|
+$297M |
| 3 |
Boeing
BA
|
+$208M |
| 4 |
UnitedHealth
UNH
|
+$183M |
| 5 |
Linde
LIN
|
+$169M |
Top Sells
| 1 |
Kroger
KR
|
+$306M |
| 2 |
Accenture
ACN
|
+$268M |
| 3 |
Goldman Sachs
GS
|
+$191M |
| 4 |
Palantir
PLTR
|
+$169M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$152M |
Sector Composition
| 1 | Technology | 26.98% |
| 2 | Financials | 14.56% |
| 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 | |
|---|---|---|---|---|---|---|
1076
Moelis & Co
MC
$5.21B
| $2.94M | ﹤0.01% |
47,130
-3,236
| -6% | -$182K |
|
1077
NewMarket
NEU
$6.93B
| $2.93M | ﹤0.01% |
4,248
+204
| +5% | +$127K |
|
1078
Fomento Económico Mexicano
FMX
$43.9B
| $2.9M | ﹤0.01% |
28,156
+538
| +2% | +$55.5K |
|
1079
Regions Financial
RF
$26.9B
| $2.9M | ﹤0.01% |
123,124
-11,523
| -9% | -$244K |
|
1080
Teck Resources
TECK
$28.4B
| $2.89M | ﹤0.01% |
71,652
+31,767
| +80% | +$1.15M |
|
1081
British American Tobacco
BTI
$127B
| $2.89M | ﹤0.01% |
61,049
+12,416
| +26% | +$550K |
|
|
SFBS
1082
ServisFirst Bancshares
SFBS
$4.71B
| $2.89M | ﹤0.01% |
37,238
-3,804
| -9% | -$281K |
|
1083
Trimble
TRMB
$12.1B
| $2.86M | ﹤0.01% |
37,596
+7,639
| +25% | +$513K |
|
1084
Concentrix
CNXC
$1.52B
| $2.85M | ﹤0.01% |
53,939
-1,014
| -2% | -$53.6K |
|
1085
Rogers Communications
RCI
$18.3B
| $2.83M | ﹤0.01% |
95,647
+12,534
| +15% | +$328K |
|
1086
Fortune Brands Innovations
FBIN
$6.1B
| $2.82M | ﹤0.01% |
54,750
-103,291
| -65% | -$5.41M |
|
1087
iShares Bitcoin Trust
IBIT
$47.6B
| $2.81M | ﹤0.01% |
45,937
-1,060
| -2% | -$59.4K |
|
1088
Schwab US Dividend Equity ETF
SCHD
$98.3B
| $2.81M | ﹤0.01% |
105,959
+21,556
| +26% | +$563K |
|
1089
BP
BP
$106B
| $2.8M | ﹤0.01% |
93,400
-13,731
| -13% | -$403K |
|
1090
Korn Ferry
KFY
$3.82B
| $2.75M | ﹤0.01% |
37,509
+5,171
| +16% | +$344K |
|
1091
SEI Investments
SEIC
$11.8B
| $2.74M | ﹤0.01% |
30,516
+3,156
| +12% | +$254K |
|
1092
First Horizon
FHN
$11.8B
| $2.71M | ﹤0.01% |
128,010
+86,971
| +212% | +$1.66M |
|
1093
Goosehead Insurance
GSHD
$1.22B
| $2.71M | ﹤0.01% |
25,707
-3,004
| -10% | -$318K |
|
1094
W.R. Berkley
WRB
$26B
| $2.69M | ﹤0.01% |
36,656
+9,685
| +36% | +$694K |
|
1095
Willis Towers Watson
WTW
$26.9B
| $2.69M | ﹤0.01% |
8,775
+1,375
| +19% | +$426K |
|
|
SOBO
1096
South Bow Corp
SOBO
$7.84B
| $2.67M | ﹤0.01% |
102,879
+6,432
| +7% | +$164K |
|
1097
RPM International
RPM
$13.2B
| $2.67M | ﹤0.01% |
24,265
-18,003
| -43% | -$1.98M |
|
1098
Vanguard Large-Cap ETF
VV
$53.1B
| $2.65M | ﹤0.01% |
9,305
-2,106
| -18% | -$555K |
|
1099
nCino
NCNO
$1.95B
| $2.65M | ﹤0.01% |
94,653
+21,780
| +30% | +$544K |
|
1100
Plains All American Pipeline
PAA
$16.5B
| $2.63M | ﹤0.01% |
143,667
+5,191
| +4% | +$90.6K |
|
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