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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 28.55 | 28.55 | 0.00 |
Stocks | 66.04 | 128.47 | 62.43 |
Bonds | 0.68 | 0.68 | 0.00 |
Preferred | 1.49 | 1.49 | 0.00 |
Other | 3.25 | 3.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.28 | 16.64 |
Price to Book | 4.14 | 2.72 |
Price to Sales | 2.72 | 1.87 |
Price to Cash Flow | 12.43 | 10.07 |
Dividend Yield | 1.47 | 1.97 |
5 Years Earnings Growth | 11.74 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.88 | 22.20 |
Consumer Cyclical | 14.42 | 7.42 |
Financial Services | 11.46 | 22.26 |
Utilities | 11.16 | 3.25 |
Communication Services | 11.04 | 9.69 |
Industrials | 8.77 | 11.45 |
Healthcare | 6.61 | 11.88 |
Consumer Defensive | 4.52 | 4.67 |
Energy | 3.57 | 8.06 |
Real Estate | 0.58 | 1.28 |
Number of long holdings: 114
Number of short holdings: 55
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.26 | 435.25 | -0.31% | |
Amazon.com | US0231351067 | 5.65 | 224.95 | +0.01% | |
Apple | US0378331005 | 5.03 | 255.27 | +0.31% | |
Meta Platforms | US30303M1027 | 4.59 | 599.85 | +2.49% | |
NVIDIA | US67066G1040 | 4.47 | 139.63 | +3.66% | |
Alphabet A | US02079K3059 | 3.95 | 194.58 | +1.66% | |
Salesforce Inc | US79466L3024 | 3.34 | 342.90 | -0.22% | |
Fanatics Holdings Inc Class A | - | 3.25 | - | - | |
McDonald’s | US5801351017 | 3.17 | 291.29 | -0.47% | |
NextEra Energy | US65339F1012 | 2.61 | 72.48 | +1.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Large Cap Value In | 5.64B | 19.14 | 7.01 | 10.47 | ||
Neuberger Berman Genesis R6 | 4.72B | 20.81 | 5.85 | 10.95 | ||
Neuberger Berman Genesis Instl | 2.63B | 20.71 | 5.74 | 10.85 | ||
Neuberger Berman Guardian Inv | 1.91B | 22.99 | 9.43 | 13.65 | ||
Neuberger Berman Genesis Inv | 1.72B | 20.53 | 5.58 | 10.67 |
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