Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Neuberger Berman AMT Mid-Cap Growth I
Release date as of 2025-03-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Style Box Details for Stock Holdings
Size
Average Mkt Cap $Mil 30,956
   
Market Capitalization % of Portfolio
Giant 1.70
Large 14.86
Medium 73.69
Small 9.75
Micro 0.00
   
Investment Valuation Stock
Portfolio
Forward P/E 27.4
Price/Book 6.8
Price/Sales 1.8
Price/Cash Flow 17.8
Dividend Yield 0.6
Long-Term Earnings 18.9
Historical Earnings 12.5
Sales Growth 7.4
Cash-Flow Growth 13.2
Book-Value Growth 10.7
As of 2025-03-31
Data as of 2025-03-31
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 92.7
Bullet Non-U.S. Stocks Non-U.S. Stocks 3.9
Bullet Bonds Bonds 0.0
Bullet Cash Cash 3.4
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2025-03-31
  Morningstar Equity Sectors
% of Stocks
Cyclical 27.08
Basic Materials 0.00
Consumer Cyclical 13.04
Financial Services 14.04
Real Estate 0.00
Sensitive 53.56
Communication Services 4.43
Energy 3.50
Industrials 18.02
Technology 27.61
Defensive 19.36
Consumer Defensive 3.53
Healthcare 15.83
Utilities 0.00
Data through 2025-03-31
  Top 25 Holdings
Total Number of Stock Holdings 78
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 28.19
Turnover % (as of 2024-12-31) 96.00
30 Day SEC Yield % ---
Top 25 Holdings
Sector P/E % of Net
Assets
Cencora Inc 39.45 4.59
Palantir Technologies Inc Ordinary Shares - Class A 444.21 4.58
Tradeweb Markets Inc 63.72 3.03
W.W. Grainger Inc 25.52 2.40
Arthur J. Gallagher & Co 53.11 2.39
Roblox Corp Ordinary Shares - Class A --- 2.33
Heico Corp 65.97 2.33
Targa Resources Corp 34.93 2.22
IDEXX Laboratories Inc 39.36 2.18
Datadog Inc Class A 190.79 2.14
Fair Isaac Corp 84.63 2.10
Axon Enterprise Inc 109.57 2.10
AppLovin Corp Ordinary Shares - Class A 58.49 1.86
O'Reilly Automotive Inc 35.23 1.76
The Trade Desk Inc Class A 70.15 1.68
Nu Holdings Ltd Ordinary Shares Class A --- 1.64
Verisk Analytics Inc 44.69 1.52
Ares Management Corp Ordinary Shares - Class A 71.87 1.44
Monolithic Power Systems Inc 15.85 1.44
Gartner Inc 26.23 1.35
BJ's Wholesale Club Holdings Inc 28.53 1.34
Deckers Outdoor Corp 18.15 1.31
Veralto Corp 29.18 1.29
DraftKings Inc Ordinary Shares - Class A --- 1.27
Brown & Brown Inc 35.95 1.27
Data through 2025-03-31
Show Data Definitions

© Copyright 2025 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.