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
$126B
AUM Growth
-$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,026
New
Increased
Reduced
Closed

Top Buys

1
+$300M
2
+$196M
3
+$190M
4
WFC icon
Wells Fargo
WFC
+$178M
5
AVGO icon
Broadcom
AVGO
+$174M

Top Sells

1
+$303M
2
+$243M
3
+$239M
4
KDP icon
Keurig Dr Pepper
KDP
+$236M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$208M

Sector Composition

1 Technology 27.05%
2 Financials 14.4%
3 Industrials 12.06%
4 Consumer Discretionary 9.42%
5 Healthcare 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-40,359
1927
– –
-11,821
1928
– –
-2,896
1929
– –
-3,874
1930
– –
-6,611
1931
– –
-11,020
1932
– –
-17,620
1933
– –
-21,219
1934
– –
-1,812
1935
– –
-12,438
1936
– –
-4,226
1937
– –
-171,338
1938
– –
-3,635
1939
– –
-751,969
1940
– –
-1,261
1941
– –
-9,591
1942
– –
0
1943
– –
-4,981
1944
– –
-1,065,260
1945
– –
-11,873
1946
– –
-11,157
1947
– –
-110,131
1948
– –
-3,550
1949
– –
-1,740
1950
– –
-4,387
76 77
78
79 80