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
426
$266K 0.03%
+3,037
427
$265K 0.03%
+1,301
428
$264K 0.03%
+11,575
429
$261K 0.03%
+24,067
430
$260K 0.03%
+2,762
431
$260K 0.03%
+1,143
432
$257K 0.03%
+1,764
433
$256K 0.03%
+1,425
434
$255K 0.03%
3,068
-40,199
435
$255K 0.03%
7,560
+437
436
$253K 0.03%
3,329
-99
437
$253K 0.03%
24,856
+8,761
438
$253K 0.03%
5,020
+96
439
$251K 0.03%
6,948
+428
440
$251K 0.03%
926
-100
441
$250K 0.03%
+22,059
442
$249K 0.03%
+5,230
443
$249K 0.03%
478
-7
444
$249K 0.03%
1,779
+117
445
$248K 0.03%
+24,946
446
$248K 0.03%
+1,571
447
$247K 0.03%
79,283
+57,813
448
$246K 0.03%
5,033
+489
449
$245K 0.03%
+3,085
450
$239K 0.03%
+1,773
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