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
101
$1.85M 0.22%
49,203
+1,125
102
$1.84M 0.22%
4,698
+2,950
103
$1.78M 0.21%
3,040
+1,670
104
$1.76M 0.21%
9,744
+3,729
105
$1.73M 0.2%
32,822
+1,700
106
$1.72M 0.2%
16,328
+8,358
107
$1.7M 0.2%
5,273
+2,152
108
$1.68M 0.2%
17,238
+10,064
109
$1.68M 0.2%
17,274
+3,794
110
$1.66M 0.2%
5,537
+3,833
111
$1.66M 0.2%
4,408
+1,004
112
$1.65M 0.19%
3,761
+1,174
113
$1.63M 0.19%
28,517
+11,944
114
$1.63M 0.19%
+9,610
115
$1.6M 0.19%
23,705
-30
116
$1.57M 0.19%
3,417
+1,417
117
$1.54M 0.18%
15,037
+9,409
118
$1.53M 0.18%
13,559
+11,455
119
$1.53M 0.18%
24,425
+6,987
120
$1.53M 0.18%
9,031
+7,084
121
$1.51M 0.18%
13,455
+1,696
122
$1.5M 0.18%
34,543
+13,312
123
$1.5M 0.18%
21,295
+3,681
124
$1.5M 0.18%
7,205
+5,549
125
$1.49M 0.18%
14,249
+6,943
3 4
5
6 7