Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $134B
1-Year Est. Return 24.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.33%
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
+$307M
2
+$212M
3
+$201M
4
PSA icon
Public Storage
PSA
+$177M
5
WFC icon
Wells Fargo
WFC
+$173M

Top Sells

1
+$308M
2
+$249M
3
+$247M
4
PFE icon
Pfizer
PFE
+$244M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$212M

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
2001
– –
-435,418
2002
– –
-112,276
2003
– –
-575,749
2004
– –
-122,459
2005
– –
-2,897,703
2006
– –
-52,074
2007
– –
-13,745
2008
– –
-4,291
2009
– –
-57,663
2010
– –
-332,254
2011
– –
-11,430
77 78 79 80
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