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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 32.30 | 32.30 | 0.00 |
Shares | 61.68 | 133.85 | 72.17 |
Bonds | 1.09 | 1.09 | 0.00 |
Preferred | 2.13 | 2.13 | 0.00 |
Other | 2.81 | 2.81 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.94 | 16.97 |
Price to Book | 5.17 | 2.77 |
Price to Sales | 3.21 | 1.93 |
Price to Cash Flow | 15.08 | 10.07 |
Dividend Yield | 1.44 | 1.93 |
5 Years Earnings Growth | 9.20 | 10.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.93 | 22.62 |
Consumer Cyclical | 14.88 | 8.27 |
Communication Services | 12.56 | 10.10 |
Financial Services | 12.01 | 21.08 |
Utilities | 8.95 | 4.14 |
Industrials | 7.42 | 9.24 |
Healthcare | 5.21 | 12.86 |
Energy | 4.17 | 9.05 |
Consumer Defensive | 3.58 | 4.08 |
Real Estate | 0.29 | 0.57 |
Number of long holdings: 126
Number of short holdings: 67
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.17 | 524.11 | -1.76% | |
Amazon.com | US0231351067 | 6.62 | 214.75 | -8.27% | |
Apple | US0378331005 | 6.34 | 202.38 | -2.50% | |
NVIDIA | US67066G1040 | 5.94 | 173.72 | -2.33% | |
Meta Platforms | US30303M1027 | 4.85 | 750.01 | -3.03% | |
Alphabet A | US02079K3059 | 4.40 | 189.13 | -1.44% | |
Broadcom | US11135F1012 | 3.30 | 288.64 | -1.72% | |
Home Depot | US4370761029 | 2.84 | 373.66 | +1.67% | |
Fanatics Holdings Inc Class A | - | 2.81 | - | - | |
JPMorgan | US46625H1005 | 2.77 | 289.37 | -2.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Large Cap Value In | 5.34B | 6.96 | 8.09 | 10.60 | ||
Neuberger Berman Genesis R6 | 4.18B | -4.33 | 8.06 | 8.80 | ||
Neuberger Berman Genesis Instl | 2.28B | -4.37 | 7.95 | 8.71 | ||
Neuberger Berman Guardian Inv | 2.02B | 6.99 | 20.86 | 14.65 | ||
Neuberger Berman Genesis Inv | 1.53B | -4.47 | 7.78 | 8.53 |
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