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
51
$3.97M 0.47%
24,500
+12,125
52
$3.86M 0.46%
19,766
+10,383
53
$3.84M 0.45%
9,481
+3,258
54
$3.69M 0.44%
21,696
+9,500
55
$3.65M 0.43%
21,175
+19,630
56
$3.64M 0.43%
50,638
+20,818
57
$3.6M 0.42%
39,980
+24,105
58
$3.56M 0.42%
89,621
+38,785
59
$3.51M 0.41%
17,751
+9,091
60
$3.49M 0.41%
3,939
+1,859
61
$3.47M 0.41%
43,335
+26,788
62
$3.42M 0.4%
60,519
+28,003
63
$3.39M 0.4%
34,579
+27,985
64
$3.26M 0.38%
50,119
+33,757
65
$3.22M 0.38%
18,963
+11,043
66
$3.21M 0.38%
18,550
+3,586
67
$3.18M 0.38%
39,372
+321
68
$3.11M 0.37%
172,003
+38,817
69
$3.09M 0.37%
27,233
+12,057
70
$3.08M 0.36%
24,320
+8,326
71
$2.88M 0.34%
14,810
+3,558
72
$2.82M 0.33%
42,487
+15,488
73
$2.82M 0.33%
4,838
+3,159
74
$2.76M 0.33%
10,186
+4,684
75
$2.74M 0.32%
8,593
+2,383
1 2
3
4 5