Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,526 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 13.5M | $2.1B | 2.5% | $96.83 | +54.52% | 5 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 11.7M | $1.6B | 1.9% | $79.22 | +47.64% | 5 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 5.3M | $1.6B | 1.8% | $38.01 | +85.88% | 5 qtrssince 2018-Q4 | Decreased 0 |
| 9.7M | $938.5M | 1.1% | — | — | 5 qtrssince 2018-Q4 | Decreased 0 | |
ALPHABET INC-CL C | 654,328 | $874.9M | 1.0% | $51.47 | +28.83% | 5 qtrssince 2018-Q4 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 5.3M | $859.3M | 1.0% | $105.13 | +41.64% | 5 qtrssince 2018-Q4 | Increased 53 |
AMAZON.COM INC | 441,561 | $815.9M | 1.0% | $78.43 | +17.73% | 5 qtrssince 2018-Q4 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL B | 3.5M | $796.1M | 0.9% | $202.33 | +11.58% | 5 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYSTEMS INC | 15.1M | $722.5M | 0.8% | $35.76 | +10.43% | 5 qtrssince 2018-Q4 | Increased 45 |
AON PLC | 3.4M | $699.6M | 0.8% | $137.07 | +44.68% | 5 qtrssince 2018-Q4 | Decreased 0 |
WALT DISNEY CO/THE | 4.6M | $672.1M | 0.8% | $119.48 | +17.56% | 5 qtrssince 2018-Q4 | Increased 46 |
JOHNSON & JOHNSON | 4.5M | $654.8M | 0.8% | $105.03 | +16.85% | 5 qtrssince 2018-Q4 | Increased 45 |
ALPHABET INC-CL A | 488,441 | $654.2M | 0.8% | $52.11 | +27.58% | 5 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 2.8M | $607M | 0.7% | $145.60 | +29.10% | 5 qtrssince 2018-Q4 | Increased 46 |
BOEING CO/THE | 1.7M | $563.9M | 0.7% | $312.92 | +3.69% | 5 qtrssince 2018-Q4 | Increased 47 |
COMCAST CORP-CLASS A | 12.2M | $548.5M | 0.6% | $27.00 | +31.87% | 5 qtrssince 2018-Q4 | Decreased 0 |
CSX CORP | 7.3M | $526.5M | 0.6% | $18.84 | +18.10% | 5 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 2.5M | $524.1M | 0.6% | $133.66 | +51.28% | 5 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.8M | $522.6M | 0.6% | $126.22 | +41.84% | 5 qtrssince 2018-Q4 | Increased 45 |
ENTERPRISE PRODUCTS PARTNERS | 18.5M | $520.9M | 0.6% | $14.02 | +20.80% | 5 qtrssince 2018-Q4 | Decreased 0 |
Neuberger Berman Group LLC manages $85.7B across 1526 positions as of Q4 2019. Top holdings: MSFT (2.5%), JPM (1.9%), AAPL (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 121 new positions, 126 exits, 564 increased. Top move: MSI (INCREASED, conviction 53). Portfolio: $85.7B across 1526 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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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