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
FIZZ icon
1801
National Beverage
FIZZ
$3.07B
$248K ﹤0.01%
+5,729
TRN icon
1802
Trinity Industries
TRN
$2.03B
$245K ﹤0.01%
9,082
-547
DVY icon
1803
iShares Select Dividend ETF
DVY
$20.7B
$245K ﹤0.01%
1,844
+32
MOAT icon
1804
VanEck Morningstar Wide Moat ETF
MOAT
$15.4B
$245K ﹤0.01%
2,610
-299
SIG icon
1805
Signet Jewelers
SIG
$4.19B
$244K ﹤0.01%
+3,071
OCSL icon
1806
Oaktree Specialty Lending
OCSL
$1.21B
$243K ﹤0.01%
17,781
-75,415
WDS icon
1807
Woodside Energy
WDS
$32.5B
$242K ﹤0.01%
+15,709
ELF icon
1808
e.l.f. Beauty
ELF
$4.44B
$242K ﹤0.01%
+1,945
KB icon
1809
KB Financial Group
KB
$32.3B
$242K ﹤0.01%
+2,929
UNFI icon
1810
United Natural Foods
UNFI
$2.35B
$242K ﹤0.01%
10,374
+95
LTC
1811
LTC Properties
LTC
$1.71B
$242K ﹤0.01%
+6,983
HRI icon
1812
Herc Holdings
HRI
$4.42B
$241K ﹤0.01%
1,831
-695
HTHT icon
1813
Huazhu Hotels Group
HTHT
$13.8B
$240K ﹤0.01%
+7,082
PI icon
1814
Impinj
PI
$4.33B
$240K ﹤0.01%
2,161
-68,410
IIPR icon
1815
Innovative Industrial Properties
IIPR
$1.4B
$239K ﹤0.01%
+4,324
WD icon
1816
Walker & Dunlop
WD
$2.23B
$237K ﹤0.01%
3,364
+856
ESTC icon
1817
Elastic
ESTC
$9.7B
$237K ﹤0.01%
2,806
-2,350
RNST icon
1818
Renasant Corp
RNST
$3.3B
$236K ﹤0.01%
+6,558
SSRM icon
1819
SSR Mining
SSRM
$4.3B
$235K ﹤0.01%
18,443
IBB icon
1820
iShares Biotechnology ETF
IBB
$6.53B
$235K ﹤0.01%
1,855
-164
GBX icon
1821
The Greenbrier Companies
GBX
$1.31B
$235K ﹤0.01%
5,093
-225
MHO icon
1822
M/I Homes
MHO
$3.38B
$234K ﹤0.01%
2,091
-74
MPW icon
1823
Medical Properties Trust
MPW
$3B
$233K ﹤0.01%
54,151
-2,045
CIVI icon
1824
Civitas Resources
CIVI
$2.43B
$232K ﹤0.01%
+8,420
EXTR icon
1825
Extreme Networks
EXTR
$2.36B
$231K ﹤0.01%
12,887
+1,779
71 72
73
74 75