Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings1,838 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 11.9M | $2.8B | 2.9% | $110.93 | +108.51% | 16 qtrssince 2018-Q4 | Increased 55 |
APPLE INC | 18.4M | $2.5B | 2.6% | $99.86 | +35.75% | 16 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 14.1M | $1.6B | 1.7% | $109.27 | +5.06% | 16 qtrssince 2018-Q4 | Increased 59 |
NEXTERA ENERGY INC | 16.4M | $1.3B | 1.3% | — | — | — | — |
JPMORGAN CHASE & CO | 12.2M | $1.3B | 1.3% | $89.13 | +9.14% | 16 qtrssince 2018-Q4 | Decreased 0 |
T-MOBILE US INC | 8.8M | $1.2B | 1.2% | $84.89 | +53.23% | 16 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC-CL C | 11M | $1.1B | 1.1% | $95.67 | +1.77% | 16 qtrssince 2018-Q4 | Increased 81 |
ALPHABET INC-CL A | 9.7M | $925.3M | 1.0% | $94.76 | +2.04% | 16 qtrssince 2018-Q4 | Increased 72 |
JOHNSON & JOHNSON | 5.3M | $868.4M | 0.9% | $127.84 | +16.72% | 16 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.1M | $835.5M | 0.9% | $229.42 | +17.51% | 16 qtrssince 2018-Q4 | Increased 51 |
AON PLC | 2.6M | $692.7M | 0.7% | $191.80 | +36.01% | 10 qtrssince 2020-Q2 | Increased 45 |
HOME DEPOT INC | 2.5M | $691.7M | 0.7% | $162.96 | +57.31% | 16 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 2.4M | $624.8M | 0.7% | $156.37 | +46.25% | 16 qtrssince 2018-Q4 | Increased 59 |
EXXON MOBIL CORP | 7.1M | $624.6M | 0.7% | $54.39 | +44.92% | 16 qtrssince 2018-Q4 | Increased 50 |
RAYTHEON TECHNOLOGIES CORP | 7.6M | $620.6M | 0.6% | $67.32 | +11.78% | 10 qtrssince 2020-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.2M | $602.4M | 0.6% | $398.51 | +28.42% | 16 qtrssince 2018-Q4 | Increased 59 |
COSTCO WHOLESALE CORP | 1.3M | $597.5M | 0.6% | $254.32 | +77.12% | 16 qtrssince 2018-Q4 | Decreased 0 |
PFIZER INC | 13.3M | $581.1M | 0.6% | $32.35 | +7.21% | 16 qtrssince 2018-Q4 | Increased 48 |
| 7.5M | $577.9M | 0.6% | — | — | 6 qtrssince 2021-Q2 | Increased 52 | |
ANALOG DEVICES INC | 4.1M | $574.9M | 0.6% | $91.64 | +42.87% | 16 qtrssince 2018-Q4 | Increased 45 |
Neuberger Berman Group LLC manages $95.8B across 1838 positions as of Q3 2022. Top holdings: MSFT (2.9%), AAPL (2.6%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 92 new positions, 106 exits, 758 increased. Top move: GOOG (INCREASED, conviction 81). Portfolio: $95.8B across 1838 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