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
CDE icon
1751
Coeur Mining
CDE
$9.7B
$279K ﹤0.01%
31,458
+2,264
AVA icon
1752
Avista
AVA
$3.36B
$277K ﹤0.01%
7,300
+866
PECO icon
1753
Phillips Edison & Co
PECO
$4.36B
$277K ﹤0.01%
7,907
+1,907
PHIN icon
1754
Phinia Inc
PHIN
$2.1B
$277K ﹤0.01%
6,221
+390
GEO icon
1755
The GEO Group
GEO
$2.03B
$276K ﹤0.01%
11,538
+7
NIO icon
1756
NIO
NIO
$15.4B
$275K ﹤0.01%
80,043
-14,876
KMPR icon
1757
Kemper
KMPR
$2.22B
$274K ﹤0.01%
4,246
+53
EHTH icon
1758
eHealth
EHTH
$122M
$274K ﹤0.01%
62,932
FORM icon
1759
FormFactor
FORM
$3.93B
$272K ﹤0.01%
7,915
-242,087
NHI icon
1760
National Health Investors
NHI
$3.66B
$272K ﹤0.01%
3,879
+192
BTE icon
1761
Baytex Energy
BTE
$2.41B
$272K ﹤0.01%
+152,042
SUSA icon
1762
iShares ESG Optimized MSCI USA ETF
SUSA
$3.72B
$270K ﹤0.01%
2,131
+105
IRMD icon
1763
iRadimed
IRMD
$1.07B
$270K ﹤0.01%
4,514
+31
DON icon
1764
WisdomTree US MidCap Dividend Fund
DON
$3.69B
$270K ﹤0.01%
5,383
+471
ESML icon
1765
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$1.98B
$269K ﹤0.01%
+6,507
SPH icon
1766
Suburban Propane Partners
SPH
$1.25B
$269K ﹤0.01%
14,500
YELP icon
1767
Yelp
YELP
$1.79B
$266K ﹤0.01%
+7,752
CWEN.A icon
1768
Clearway Energy Class A
CWEN.A
$4.01B
$265K ﹤0.01%
+8,747
SPYG icon
1769
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.5B
$264K ﹤0.01%
+2,772
AOSL icon
1770
Alpha and Omega Semiconductor
AOSL
$566M
$260K ﹤0.01%
+10,114
OFG icon
1771
OFG Bancorp
OFG
$1.79B
$259K ﹤0.01%
+6,058
PSI icon
1772
Invesco Semiconductors ETF
PSI
$859M
$259K ﹤0.01%
4,323
NOK icon
1773
Nokia
NOK
$36.5B
$259K ﹤0.01%
49,980
+13,808
CURB
1774
Curbline Properties
CURB
$2.44B
$258K ﹤0.01%
11,298
+1,831
MATX icon
1775
Matsons
MATX
$3.32B
$258K ﹤0.01%
2,315
-214
69 70
71
72 73