Neuberger Berman Group

Neuberger Berman Group Portfolio holdings

AUM $130B
1-Year Est. Return 22.03%
This Quarter Est. Return
1 Year Est. Return
+22.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119B
AUM Growth
-$6.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,082
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$190M
3
+$172M
4
PM icon
Philip Morris
PM
+$137M
5
HOOD icon
Robinhood
HOOD
+$129M

Top Sells

1
+$203M
2
+$181M
3
+$170M
4
PGR icon
Progressive
PGR
+$159M
5
INTU icon
Intuit
INTU
+$157M

Sector Composition

1 Technology 24.63%
2 Financials 15.07%
3 Industrials 11.68%
4 Healthcare 9.92%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$4.3B 3.6%
11,457,484
-317,509
AAPL icon
2
Apple
AAPL
$3.7T
$3.71B 3.1%
16,682,672
-360,097
AMZN icon
3
Amazon
AMZN
$2.3T
$3.17B 2.65%
16,644,016
+135,284
NVDA icon
4
NVIDIA
NVDA
$4.38T
$2.83B 2.37%
26,070,202
-943,282
JPM icon
5
JPMorgan Chase
JPM
$832B
$2.17B 1.82%
8,843,276
-267,344
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.04T
$1.57B 1.32%
10,165,055
+1,113,182
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.04T
$1.41B 1.18%
9,043,698
-247,866
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.31B 1.09%
2,453,515
-32,012
TMUS icon
9
T-Mobile US
TMUS
$255B
$1.3B 1.09%
4,878,224
-580,404
LLY icon
10
Eli Lilly
LLY
$741B
$1.25B 1.05%
1,518,296
+60,882
META icon
11
Meta Platforms (Facebook)
META
$1.8T
$1.17B 0.98%
2,038,312
+97,862
HD icon
12
Home Depot
HD
$387B
$1.17B 0.98%
3,186,016
+170,787
V icon
13
Visa
V
$671B
$989M 0.83%
2,822,722
-89,820
NEE icon
14
NextEra Energy
NEE
$177B
$942M 0.79%
13,288,310
-1,760,440
COST icon
15
Costco
COST
$423B
$888M 0.74%
939,014
-38,957
IVV icon
16
iShares Core S&P 500 ETF
IVV
$660B
$874M 0.73%
1,554,663
+12,789
XOM icon
17
Exxon Mobil
XOM
$476B
$853M 0.71%
7,180,794
-369,275
AON icon
18
Aon
AON
$76.7B
$852M 0.71%
2,136,107
+12,245
MA icon
19
Mastercard
MA
$509B
$835M 0.7%
1,523,877
-7,611
SPGI icon
20
S&P Global
SPGI
$147B
$816M 0.68%
1,606,264
-75,602
JNJ icon
21
Johnson & Johnson
JNJ
$460B
$784M 0.66%
4,730,340
-720,740
AVGO icon
22
Broadcom
AVGO
$1.66T
$760M 0.64%
4,539,030
+572,722
ORCL icon
23
Oracle
ORCL
$866B
$760M 0.64%
5,434,278
+828,669
MSI icon
24
Motorola Solutions
MSI
$73.1B
$689M 0.58%
1,574,333
-73,873
DHR icon
25
Danaher
DHR
$148B
$680M 0.57%
3,313,908
+385,575
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