Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $137B
1-Year Est. Return 22.77%
This Fund
S&P 500
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
1951
– –
-15,879
1952
– –
-101,180
1953
– –
-195,074
1954
– –
-14,503
1955
– –
-3,650
1956
– –
-78,236
1957
– –
-2,578
1958
– –
-16,670
1959
– –
-12,180
1960
– –
-2,504
1961
– –
-1,286
1962
– –
-10,799
1963
– –
-60,708
1964
– –
-14,732
1965
– –
-1,118
1966
– –
-59,538
1967
– –
-11,735
1968
– –
-13,113
1969
– –
-307,864
1970
– –
-6,006
1971
– –
-3,554
1972
– –
-11,615
1973
– –
-13,267
1974
– –
-76,435
1975
– –
-718,211
77 78
79
80 81