NB

Neuberger Berman Sustainable Equity Fund | NBSRX

Mutual Fund
NEUBERGER BERMAN EQUITY FUNDS
Last update 2024-07-29 38 Stocks (0 new)
Value $1.42 Bil Turnover 0 %
Countries:
Top Holdings: MSFT(9.58%)GOOGL(8.97%)AMZN(8.62%)BRK.B(5.15%)MA(4.72%)
Portfolio Report
Summary Stock Picks Current Portfolio
Neuberger Berman Sustainable E... Top Holdings of 2024-05-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
327,305
135874.120
0%
9.580
0%
0.000
-2.16%
+16.38%
3235378.615
Software
GOOGL 		Alphabet Inc
737,752
127262.220
0%
8.970
0%
0.010
-7.09%
+17.40%
2019991.339
Interactive Media
AMZN 		Amazon.com Inc
693,171
122303.090
0%
8.620
0%
0.010
+2.96%
+26.10%
2010950.617
Retail - Cyclical
BRK.B 		Berkshire Hathaway Inc
176,406
73102.650
0%
5.150
0%
0.010
+11.44%
+27.84%
980267.664
Insurance
MA 		Mastercard Inc
149,868
67001.490
0%
4.720
0%
0.020
+9.00%
+15.98%
455210.450
Credit Services
IBKR 		Interactive Brokers Group Inc
472,275
59374.410
0%
4.190
0%
0.440
+10.84%
+61.24%
14477.331
Capital Markets
AMAT 		Applied Materials Inc
270,596
58199.790
0%
4.100
0%
0.030
-19.78%
+19.21%
158417.488
Semiconductors
CI 		The Cigna Group
158,400
54587.810
-10.81%
3.850
-0.45%
0.060
+5.82%
+20.39%
99558.512
Healthcare Plans
GDDY 		GoDaddy Inc
364,192
50852.130
-10.81%
3.580
-0.35%
0.260
+16.30%
+51.08%
22633.166
Software
PGR 		Progressive Corp
207,329
43783.740
-10.81%
3.090
-0.33%
0.040
+23.06%
+63.80%
151862.241
Insurance

Neuberger Berman Sustainable Equity Fund's Historical Top Holdings Breakdowns

Neuberger Berman Sustainable Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CI 		The Cigna Group2024-05-31Reduce
-0.45%
●
331 ($348.56) 364.08
$356.14
2.17%
Reduce -10.81%
158,400
-19,208
TXN 		Texas Instruments Inc2024-05-31Reduce
-0.35%
●
159.68 ($177.72) 202.54
$203.34
14.42%
Reduce -14.67%
174,727
-30,048
GDDY 		GoDaddy Inc2024-05-31Reduce
-0.35%
●
108.96 ($125.29) 140.14
$160.55
28.14%
Reduce -10.81%
364,192
-44,162
COR 		Cencora Inc2024-05-31Reduce
-0.34%
●
216.21 ($233.31) 245.8
$228.11
-2.23%
Reduce -10.82%
171,121
-20,751
PGR 		Progressive Corp2024-05-31Reduce
-0.33%
●
189.24 ($206.94) 215.9
$259.24
25.27%
Reduce -10.81%
207,329
-25,140
LSE:CPG 		Compass Group PLC2024-05-31Reduce
-0.32%
●
21.34 (£22.2) 23.23
£24.21
9.05%
Reduce -10.82%
1,397,030
-169,416
GWW 		W.W. Grainger Inc2024-05-31Reduce
-0.27%
●
907.47 ($968.16) 1029.55
$1,032.22
6.62%
Reduce -10.82%
33,471
-4,059
INTU 		Intuit Inc2024-05-31Reduce
-0.23%
●
562.97 ($633.67) 670.27
$644.89
1.77%
Reduce -10.82%
41,278
-5,006
FI 		Fiserv Inc2024-05-31Reduce
-0.23%
●
146.4 ($152.58) 159.82
$177.61
16.40%
Reduce -10.82%
183,991
-22,312
URI 		United Rentals Inc2024-05-31Reduce
-0.22%
●
628.34 ($681.99) 721.11
$783.60
14.90%
Reduce -10.82%
38,431
-4,661

Neuberger Berman Sustainable Equity Fund Total Holding History ($B)

To

Neuberger Berman Sustainable Equity Fund's Asset Allocation

To

Neuberger Berman Sustainable Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Neuberger Berman Sustainable Equity Fund's Hypothetical Growth since 2024-05-31

Neuberger Berman Sustainable Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Neuberger Berman Sustainable Equity Fund's Holdings Heat Map

Size field:

Neuberger Berman Sustainable Equity Fund's Holdings Bubble Chart

Neuberger Berman Sustainable Equity Fund News

  • 1

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