NG

Norden Group Portfolio holdings

AUM $984M
1-Year Est. Return 22.49%
This Quarter Est. Return
1 Year Est. Return
+22.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$847M
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$19.7M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$13.7M
5
IYR icon
iShares US Real Estate ETF
IYR
+$8.42M

Top Sells

1
+$7.3M
2
+$5.69M
3
+$4.4M
4
EQNR icon
Equinor
EQNR
+$3.39M
5
MCK icon
McKesson
MCK
+$3.37M

Sector Composition

1 Technology 24.19%
2 Healthcare 9.71%
3 Financials 8.46%
4 Consumer Discretionary 7.21%
5 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$395K 0.05%
4,653
+1,830
352
$395K 0.05%
19,670
+7,196
353
$394K 0.05%
4,907
+1,180
354
$390K 0.05%
2,594
+853
355
$388K 0.05%
2,486
+397
356
$385K 0.05%
4,559
+305
357
$384K 0.05%
1,505
+543
358
$379K 0.04%
8,317
-292
359
$377K 0.04%
2,299
-447
360
$376K 0.04%
1,342
+308
361
$376K 0.04%
+10,434
362
$374K 0.04%
2,737
-193
363
$374K 0.04%
+12,000
364
$365K 0.04%
12,046
+4,987
365
$365K 0.04%
16,539
+4,011
366
$363K 0.04%
10,337
+1,016
367
$361K 0.04%
176
+16
368
$361K 0.04%
+3,495
369
$360K 0.04%
1,462
+87
370
$360K 0.04%
+9,533
371
$360K 0.04%
5,783
+138
372
$359K 0.04%
+2,093
373
$358K 0.04%
+2,508
374
$356K 0.04%
+9,554
375
$356K 0.04%
5,446
-589
13 14
15
16 17