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
26
$6.46M 0.76%
7,221
+2,547
27
$6.2M 0.73%
67,475
+5,113
28
$6.07M 0.72%
35,603
+27,293
29
$5.89M 0.7%
28,528
+1,487
30
$5.65M 0.67%
11,558
+3,618
31
$5.6M 0.66%
12,169
+5,918
32
$5.6M 0.66%
20,639
+19,054
33
$5.44M 0.64%
45,701
-6,071
34
$5.29M 0.62%
30,643
+12,853
35
$5.22M 0.62%
14,774
+4,975
36
$5.18M 0.61%
8,850
+2,770
37
$4.81M 0.57%
42,196
+19,024
38
$4.73M 0.56%
88,873
-23,535
39
$4.71M 0.56%
104,767
+57,346
40
$4.7M 0.55%
38,782
+24,124
41
$4.69M 0.55%
7,586
+3,291
42
$4.66M 0.55%
57,140
+15,200
43
$4.61M 0.54%
24,437
+22,843
44
$4.54M 0.54%
+43,695
45
$4.49M 0.53%
38,272
+4,821
46
$4.42M 0.52%
+86,778
47
$4.37M 0.52%
20,718
+3,962
48
$4.25M 0.5%
1,010
+727
49
$4.03M 0.48%
+6,708
50
$4.02M 0.47%
15,353
+2,693
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