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
376
$355K 0.04%
1,653
+316
377
$354K 0.04%
1,197
+54
378
$350K 0.04%
2,994
+565
379
$350K 0.04%
+1,113
380
$347K 0.04%
2,033
+589
381
$344K 0.04%
+7,677
382
$342K 0.04%
1,306
-317
383
$340K 0.04%
13,310
+2,948
384
$339K 0.04%
1,302
-95
385
$337K 0.04%
682
+33
386
$336K 0.04%
4,307
+637
387
$333K 0.04%
1,475
388
$328K 0.04%
+2,461
389
$327K 0.04%
10,798
-286
390
$326K 0.04%
8,019
+269
391
$325K 0.04%
3,210
+1,011
392
$318K 0.04%
+2,354
393
$318K 0.04%
4,140
+315
394
$314K 0.04%
+753
395
$314K 0.04%
+946
396
$312K 0.04%
863
+32
397
$310K 0.04%
+513
398
$309K 0.04%
3,133
+656
399
$309K 0.04%
+2,226
400
$299K 0.04%
2,225
+89
14 15
16
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