Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $131B
1-Year Est. Return 28.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131B
AUM Growth
-$2.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,268
New
Increased
Reduced
Closed

Top Buys

1
+$419M
2
+$355M
3
+$245M
4
AMZN icon
Amazon
AMZN
+$234M
5
TER icon
Teradyne
TER
+$208M

Top Sells

1
+$377M
2
+$212M
3
+$181M
4
SNDK
Sandisk
SNDK
+$154M
5
MSFT icon
Microsoft
MSFT
+$154M

Sector Composition

1 Technology 24.68%
2 Financials 13.11%
3 Industrials 12.38%
4 Healthcare 9.15%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NCNO icon
2001
nCino
NCNO
$1.63B
$197K ﹤0.01%
13,140
-6,744
LU icon
2002
Lufax Holding
LU
$1.26B
$196K ﹤0.01%
104,956
KSS icon
2003
Kohl's
KSS
$1.74B
$193K ﹤0.01%
14,929
+1,861
AKR icon
2004
Acadia Realty Trust
AKR
$2.99B
$192K ﹤0.01%
+10,040
CERT icon
2005
Certara
CERT
$835M
$192K ﹤0.01%
33,618
+22,797
JOBY icon
2006
Joby Aviation
JOBY
$9.39B
$191K ﹤0.01%
23,166
-314,299
CSQ icon
2007
Calamos Strategic Total Return Fund
CSQ
$3.2B
$191K ﹤0.01%
11,136
DHC
2008
Diversified Healthcare Trust
DHC
$2.07B
$188K ﹤0.01%
28,296
+4,238
RUN icon
2009
Sunrun
RUN
$3.19B
$183K ﹤0.01%
13,481
-3,821
NWL icon
2010
Newell Brands
NWL
$1.58B
$182K ﹤0.01%
53,052
-69,570
FTRE icon
2011
Fortrea Holdings
FTRE
$1.52B
$181K ﹤0.01%
19,173
-1,385
ADTN icon
2012
Adtran
ADTN
$1.24B
$175K ﹤0.01%
13,908
+1,517
BUR icon
2013
Burford Capital
BUR
$975M
$171K ﹤0.01%
37,759
+16,415
GEO icon
2014
The GEO Group
GEO
$3.38B
$169K ﹤0.01%
10,068
-1,895
AVTR icon
2015
Avantor
AVTR
$6.25B
$168K ﹤0.01%
21,440
-121,808
IOVA icon
2016
Iovance Biotherapeutics
IOVA
$1.89B
$164K ﹤0.01%
46,659
+7,587
BRBR icon
2017
BellRing Brands
BRBR
$1.02B
$163K ﹤0.01%
10,154
-7,189
DFH icon
2018
Dream Finders Homes
DFH
$1.34B
$162K ﹤0.01%
11,620
-3,357
SMPL icon
2019
Simply Good Foods
SMPL
$1.08B
$161K ﹤0.01%
11,205
-82,064
SHC icon
2020
Sotera Health
SHC
$4.45B
$160K ﹤0.01%
+11,161
SAIL
2021
SailPoint Inc
SAIL
$10.3B
$160K ﹤0.01%
12,084
-1,102
NG icon
2022
NovaGold Resources
NG
$3.22B
$160K ﹤0.01%
17,793
+778
RXO icon
2023
RXO
RXO
$4.43B
$157K ﹤0.01%
+10,756
KEEL
2024
Keel Infrastructure Corp
KEEL
$3.1B
$156K ﹤0.01%
+84,776
PSO icon
2025
Pearson
PSO
$9.34B
$152K ﹤0.01%
+11,602
79 80
81
82 83