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
1976
– –
-3,894
1977
– –
-15,111
1978
– –
-4,919
1979
– –
-4,426
1980
– –
-8,765
1981
– –
-8,100
1982
– –
-16,568
1983
– –
-14,266
1984
– –
-17,429
1985
– –
-939
1986
– –
-1,253
1987
– –
-1,258,919
1988
– –
-16,826
1989
– –
-4,500
1990
– –
-2,190
1991
– –
-309,599
1992
– –
-29,987
1993
– –
-311
1994
– –
-435,418
1995
– –
-112,276
1996
– –
-575,749
1997
– –
-122,459
1998
– –
-2,897,703
1999
– –
-52,074
2000
– –
-55,966
77 78 79
80
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