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
451
$239K 0.03%
+2,603
452
$237K 0.03%
6,792
+32
453
$229K 0.03%
+780
454
$228K 0.03%
+1,256
455
$228K 0.03%
+916
456
$228K 0.03%
+1,675
457
$226K 0.03%
+2,314
458
$226K 0.03%
+7,722
459
$226K 0.03%
+2,048
460
$226K 0.03%
4,134
-5
461
$225K 0.03%
+2,055
462
$224K 0.03%
2,016
-1,334
463
$222K 0.03%
14,200
464
$221K 0.03%
+9,210
465
$220K 0.03%
+4,212
466
$219K 0.03%
+731
467
$216K 0.03%
+1,936
468
$215K 0.03%
+2,789
469
$214K 0.03%
+1,171
470
$214K 0.03%
+5,095
471
$213K 0.03%
+5,106
472
$212K 0.03%
+584
473
$212K 0.03%
+5,660
474
$211K 0.02%
+2,268
475
$210K 0.02%
1,924
-282
17 18
19
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