Titelia

Holdings of Mid Cap Intrinsic Value Portfolio

NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST · 78 declared positions · as of Mar 31, 2026

Original filing · Net assets 99.9M $ · Ten largest lines: 23.7 % of the equity sleeve

Sector breakdown

  • Technology 6.5 %
  • Utilities 4.9 %
  • Energy 4.7 %
  • Industrials 3.5 %
  • Health care 2.0 %
  • Financials 1.7 %
  • Consumer discretionary 1.6 %
  • Unattributed 75.1 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 90.6 %
  • NL 4.0 %
  • GB 3.4 %
  • IL 2.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US7290.4M $90.58 %
NL24M $4.02 %
GB23.4M $3.42 %
IL22M $1.98 %

Positions

CompanySharesValue (USD)Weight
IPG Photonics Corp 23,3312.7M $2.68 %
CenterPoint Energy Inc 60,9072.6M $2.63 %
Williams Cos Inc/The 36,0792.6M $2.63 %
Teledyne Technologies Inc 4,0362.4M $2.44 %
L3Harris Technologies Inc 6,6192.3M $2.29 %
Hewlett Packard Enterprise Co 95,6272.3M $2.28 %
AerCap Holdings NV 16,2942.2M $2.24 %
FirstEnergy Corp 43,9052.2M $2.23 %
Travel + Leisure Co 31,8312.2M $2.21 %
EOG Resources Inc 14,3412.1M $2.08 %
Arcosa Inc 19,4412.1M $2.07 %
Gates Industrial Corp PLC 91,0132.1M $2.06 %
McKesson Corp 2,3632M $2.05 %
Ciena Corp 5,2272M $2.03 %
Regency Centers Corp 25,0971.9M $1.90 %
Aptiv PLC 26,5201.8M $1.84 %
Baker Hughes Co 29,8991.8M $1.83 %
KBR Inc 48,6281.8M $1.79 %
Magnum Ice Cream Co NV/The 118,9571.8M $1.78 %
Jones Lang LaSalle Inc 5,6191.7M $1.71 %
Truist Financial Corp 36,3131.7M $1.67 %
Lionsgate Studios Corp 172,8971.7M $1.66 %
Coherent Corp 6,8351.6M $1.63 %
General Motors Co 21,6441.6M $1.61 %
IQVIA Holdings Inc 9,0171.5M $1.54 %
Globe Life Inc 10,7411.5M $1.50 %
Huntington Bancshares Inc/OH 95,2501.5M $1.49 %
MGM Resorts International 40,2501.5M $1.49 %
Intel Corp 33,4681.5M $1.48 %
Dominion Energy Inc 23,8741.5M $1.48 %
Trex Co Inc 40,3451.5M $1.47 %
First Horizon Corp 63,5731.4M $1.45 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 6,3831.4M $1.42 %
Resideo Technologies Inc 41,9361.4M $1.42 %
Wix.com Ltd 15,6821.4M $1.41 %
Brightstar Lottery PLC 106,2411.4M $1.36 %
Devon Energy Corp 26,2291.3M $1.32 %
Zoom Communications Inc 16,4011.3M $1.32 %
STAG Industrial Inc 36,2441.3M $1.31 %
Ally Financial Inc 33,0621.3M $1.30 %
Skyworks Solutions Inc 23,4591.3M $1.26 %
Zimmer Biomet Holdings Inc 13,7261.2M $1.24 %
Fortune Brands Innovations Inc 31,0681.2M $1.21 %
Varonis Systems Inc 53,2971.1M $1.15 %
Haemonetics Corp 19,8621.1M $1.12 %
UiPath Inc 100,3791.1M $1.12 %
Itron Inc 12,4041.1M $1.11 %
Ryan Specialty Holdings Inc 32,2931.1M $1.09 %
Ashland Inc 19,3411.1M $1.08 %
Bread Financial Holdings Inc 14,1931.1M $1.06 %
Dollar Tree Inc 9,4011M $1.03 %
Enphase Energy Inc 25,501964.2K $0.97 %
United Parks & Resorts Inc 25,672838.4K $0.84 %
Gitlab Inc 37,865819.4K $0.82 %
Docusign Inc 16,849798.8K $0.80 %
Vistra Corp 4,997751.2K $0.75 %
Everpure Inc 12,496737.8K $0.74 %
Adobe Inc 2,889702.3K $0.70 %
Motorola Solutions Inc 1,540668.3K $0.67 %
Rockwell Automation Inc 1,852664.6K $0.67 %
Avery Dennison Corp 3,818659.3K $0.66 %
Concentrix Corp 23,388639.9K $0.64 %
Ormat Technologies Inc 5,503615.9K $0.62 %
Trade Desk Inc/The 26,427599.6K $0.60 %
General Dynamics Corp 1,742597.9K $0.60 %
FedEx Corp 1,644585.6K $0.59 %
Monday.com Ltd 8,124561.4K $0.56 %
GXO Logistics Inc 10,376538K $0.54 %
Best Buy Co Inc 8,331534.9K $0.54 %
Under Armour Inc 88,744513.8K $0.51 %
Kyndryl Holdings Inc 35,327463.5K $0.46 %
Compass Inc 58,727429.3K $0.43 %
Charles River Laboratories International Inc 2,342404K $0.40 %
Conduent Inc 279,842358.2K $0.36 %
Sealed Air Corp 7,364309.7K $0.31 %
Alight Inc 443,070258.2K $0.26 %
Middleby Corp/The 1,584210K $0.21 %
Starz Entertainment Corp 10,905125.4K $0.13 %