Neuberger Berman Group LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,671 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 12.4M | $2.8B | 2.9% | $96.83 | +119.67% | 9 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 17.9M | $2.4B | 2.5% | $92.20 | +39.71% | 9 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 555,662 | $1.8B | 1.9% | $83.74 | +96.19% | 9 qtrssince 2018-Q4 | Increased 50 |
JPMORGAN CHASE & CO | 10.8M | $1.4B | 1.4% | $79.24 | +38.33% | 9 qtrssince 2018-Q4 | Decreased 0 |
| 10.3M | $1B | 1.1% | — | — | 9 qtrssince 2018-Q4 | Decreased 0 | |
T-MOBILE US INC | 7.4M | $997.8M | 1.0% | $66.31 | +94.18% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 565,825 | $990.7M | 1.0% | $51.47 | +67.73% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 448,272 | $784.4M | 0.8% | $52.11 | +65.33% | 9 qtrssince 2018-Q4 | Decreased 0 |
NEXTERA ENERGY INC | 10M | $772.1M | 0.8% | — | — | — | — |
HOME DEPOT INC | 2.9M | $758.6M | 0.8% | $148.92 | +57.69% | 9 qtrssince 2018-Q4 | Increased 46 |
AON PLC | 3.6M | $752.4M | 0.8% | $186.01 | +9.13% | 3 qtrssince 2020-Q2 | Increased 49 |
JOHNSON & JOHNSON | 4.3M | $677.9M | 0.7% | $105.69 | +28.10% | 9 qtrssince 2018-Q4 | Decreased 0 |
ANALOG DEVICES INC | 4.4M | $643.7M | 0.7% | $78.05 | +72.43% | 9 qtrssince 2018-Q4 | Increased 46 |
VISA INC-CLASS A SHARES | 2.8M | $621.8M | 0.6% | $133.18 | +57.45% | 9 qtrssince 2018-Q4 | Decreased 0 |
POOL CORP | 1.6M | $578.1M | 0.6% | $134.71 | +155.71% | 9 qtrssince 2018-Q4 | Decreased 0 |
UNION PACIFIC CORP | 2.7M | $563.9M | 0.6% | $137.66 | +33.79% | 9 qtrssince 2018-Q4 | Increased 45 |
CSX CORP | 6M | $540.1M | 0.6% | $18.73 | +50.03% | 9 qtrssince 2018-Q4 | Decreased 0 |
| 22.2M | $533.4M | 0.6% | — | — | 6 qtrssince 2019-Q3 | Decreased 0 | |
WALT DISNEY CO/THE | 2.9M | $530.4M | 0.5% | $121.46 | +45.73% | 9 qtrssince 2018-Q4 | Increased 46 |
BERKSHIRE HATHAWAY INC-CL B | 2.3M | $523.2M | 0.5% | $202.33 | +13.50% | 9 qtrssince 2018-Q4 | Decreased 0 |
Neuberger Berman Group LLC manages $96.4B across 1671 positions as of Q4 2020. Top holdings: MSFT (2.9%), AAPL (2.5%), AMZN (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 161 new positions, 110 exits, 577 increased. Top move: AMZN (INCREASED, conviction 50). Portfolio: $96.4B across 1671 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