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
401
$296K 0.03%
586
+170
402
$295K 0.03%
+5,814
403
$294K 0.03%
+546
404
$293K 0.03%
+1,959
405
$293K 0.03%
+5,771
406
$288K 0.03%
+8,702
407
$286K 0.03%
+5,359
408
$281K 0.03%
+4,900
409
$280K 0.03%
3,883
+692
410
$280K 0.03%
+2,313
411
$280K 0.03%
11,917
-965
412
$279K 0.03%
+1,042
413
$279K 0.03%
+6,869
414
$277K 0.03%
+1,930
415
$277K 0.03%
+8,852
416
$275K 0.03%
+4,684
417
$275K 0.03%
3,138
+609
418
$274K 0.03%
+2,339
419
$274K 0.03%
+859
420
$272K 0.03%
+579
421
$271K 0.03%
+514
422
$271K 0.03%
+5,762
423
$269K 0.03%
+496
424
$268K 0.03%
+1,350
425
$266K 0.03%
16,030
-123
15 16
17
18 19