Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings1,618 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 12.7M | $2.7B | 3.2% | $96.83 | +104.84% | 8 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 18.6M | $2.2B | 2.6% | $92.20 | +21.73% | 8 qtrssince 2018-Q4 | Increased 88 |
AMAZON.COM INC | 554,950 | $1.7B | 2.1% | $83.64 | +88.01% | 8 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 11.1M | $1.1B | 1.3% | $79.24 | +4.24% | 8 qtrssince 2018-Q4 | Decreased 0 |
| 10.7M | $1.1B | 1.3% | — | — | 8 qtrssince 2018-Q4 | Decreased 0 | |
T-MOBILE US INC | 7.5M | $852.4M | 1.0% | $66.31 | +65.39% | 8 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 576,664 | $847.1M | 1.0% | $51.47 | +41.67% | 8 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.8M | $775.1M | 0.9% | $146.91 | +63.10% | 8 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 2.6M | $719.3M | 0.9% | — | — | — | — |
ALPHABET INC-CL A | 472,731 | $692M | 0.8% | $52.11 | +39.60% | 8 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4.6M | $681.5M | 0.8% | $105.69 | +19.88% | 8 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 3.2M | $664.4M | 0.8% | $184.21 | +7.34% | 2 qtrssince 2020-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.9M | $575.9M | 0.7% | $133.18 | +43.73% | 8 qtrssince 2018-Q4 | Increased 49 |
POOL CORP | 1.7M | $555.5M | 0.7% | $134.71 | +129.23% | 8 qtrssince 2018-Q4 | Decreased 0 |
WEST PHARMACEUTICAL SERVICES | 1.9M | $526.9M | 0.6% | $95.81 | +182.57% | 8 qtrssince 2018-Q4 | Decreased 0 |
UNION PACIFIC CORP | 2.7M | $526.8M | 0.6% | $137.09 | +28.04% | 8 qtrssince 2018-Q4 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 3.3M | $523.6M | 0.6% | $105.13 | +40.52% | 8 qtrssince 2018-Q4 | Decreased 0 |
| 22.4M | $515.5M | 0.6% | — | — | 5 qtrssince 2019-Q3 | Decreased 0 | |
AIR PRODUCTS & CHEMICALS INC | 1.7M | $509.3M | 0.6% | $140.56 | +83.98% | 8 qtrssince 2018-Q4 | Decreased 0 |
ZOETIS INC | 3M | $502.1M | 0.6% | $82.82 | +87.71% | 8 qtrssince 2018-Q4 | Increased 44 |
Neuberger Berman Group LLC manages $84.3B across 1618 positions as of Q3 2020. Top holdings: MSFT (3.2%), AAPL (2.6%), AMZN (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 171 new positions, 88 exits, 612 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $84.3B across 1618 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer