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
126
$1.47M 0.17%
50,935
+4,605
127
$1.47M 0.17%
28,156
+15,793
128
$1.46M 0.17%
22,166
+15,966
129
$1.45M 0.17%
5,243
+1,052
130
$1.45M 0.17%
35,619
+27,494
131
$1.44M 0.17%
27,854
+21,114
132
$1.43M 0.17%
1,549
+509
133
$1.41M 0.17%
13,507
+9,385
134
$1.41M 0.17%
17,494
+7,421
135
$1.4M 0.17%
6,352
+1,347
136
$1.38M 0.16%
27,012
+12,037
137
$1.37M 0.16%
+10,384
138
$1.37M 0.16%
3,635
+1,422
139
$1.36M 0.16%
+6,182
140
$1.36M 0.16%
7,798
+1,854
141
$1.34M 0.16%
23,095
-105
142
$1.34M 0.16%
25,552
+7,739
143
$1.33M 0.16%
37,580
+28,946
144
$1.33M 0.16%
29,144
+7,332
145
$1.33M 0.16%
15,025
-5,084
146
$1.32M 0.16%
4,160
+386
147
$1.3M 0.15%
16,242
-93
148
$1.3M 0.15%
5,601
+2,123
149
$1.3M 0.15%
13,929
-290
150
$1.28M 0.15%
7,819
+693
4 5
6
7 8