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
$102B
AUM Growth
+$6.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$596M
2
+$268M
3
+$216M
4
PEP icon
PepsiCo
PEP
+$167M
5
HON icon
Honeywell
HON
+$159M

Top Sells

1
+$221M
2
+$188M
3
+$173M
4
BDX icon
Becton Dickinson
BDX
+$152M
5
APO icon
Apollo Global Management
APO
+$145M

Sector Composition

1 Technology 21.57%
2 Financials 14.77%
3 Healthcare 12.37%
4 Industrials 12.29%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-15,350
1802
– –
-3,255
1803
– –
-17,310
1804
– –
-24,386
1805
– –
-13,057
1806
– –
-63,731
1807
– –
-2,011
1808
– –
-19,603
1809
– –
-5,689
1810
– –
-155,668
1811
– –
-5,414
1812
– –
-3,838
1813
– –
-7,201
1814
– –
-11,951
1815
– –
-10,936
1816
– –
-13,247
1817
– –
-2,347,829
1818
– –
-88,336
1819
– –
-686,449
1820
– –
-68,730
1821
– –
-10,913
1822
– –
-3,951
1823
– –
-11,057
1824
– –
-10,795
1825
– –
-376,683
71 72
73
74 75