Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings1,759 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.8M | $3.3B | 2.9% | $98.25 | +179.18% | 12 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 18M | $2.5B | 2.2% | $93.61 | +47.43% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 591,552 | $1.9B | 1.7% | $88.65 | +86.20% | 12 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 11.7M | $1.9B | 1.7% | $84.11 | +75.79% | 12 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL C | 570,612 | $1.5B | 1.3% | $53.67 | +148.76% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 445,432 | $1.2B | 1.0% | $53.79 | +147.89% | 12 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 8.3M | $1.1B | 0.9% | $72.98 | +69.59% | 12 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.9M | $936.7M | 0.8% | $159.71 | +89.89% | 12 qtrssince 2018-Q4 | Increased 45 |
ANALOG DEVICES INC | 5.2M | $869.5M | 0.8% | $90.69 | +70.39% | 12 qtrssince 2018-Q4 | Increased 46 |
NEXTERA ENERGY INC | 11M | $861.4M | 0.8% | — | — | — | — |
AON PLC | 2.9M | $824.2M | 0.7% | $190.02 | +45.41% | 6 qtrssince 2020-Q2 | Decreased 0 |
BLACKSTONE INC | 6.5M | $756.1M | 0.7% | $40.15 | +143.31% | 9 qtrssince 2019-Q3 | Decreased 0 |
SALESFORCE.COM INC | 2.6M | $692.3M | 0.6% | $203.31 | +31.45% | 12 qtrssince 2018-Q4 | Increased 49 |
VISA INC-CLASS A SHARES | 3.1M | $687.2M | 0.6% | $140.80 | +52.32% | 12 qtrssince 2018-Q4 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 923,408 | $685.5M | 0.6% | $153.03 | +364.55% | 12 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 4M | $635.8M | 0.6% | $114.10 | +27.03% | 12 qtrssince 2018-Q4 | Decreased 0 |
MEDTRONIC PLC | 5M | $620.9M | 0.5% | $88.14 | +26.45% | 12 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC-CL B | 2.3M | $617.5M | 0.5% | $209.68 | +32.24% | 12 qtrssince 2018-Q4 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 2.6M | $606.6M | 0.5% | $105.13 | +113.11% | 12 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 2.5M | $606.4M | 0.5% | $161.58 | +37.20% | 12 qtrssince 2018-Q4 | Decreased 0 |
Neuberger Berman Group LLC manages $114.4B across 1759 positions as of Q3 2021. Top holdings: MSFT (2.9%), AAPL (2.2%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 135 new positions, 132 exits, 683 increased. Top move: MDT (INCREASED, conviction 54). Portfolio: $114.4B across 1759 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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