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
151
$1.28M 0.15%
13,352
+10,869
152
$1.28M 0.15%
4,390
-15
153
$1.26M 0.15%
7,372
+3,886
154
$1.24M 0.15%
+19,783
155
$1.22M 0.14%
+25,203
156
$1.2M 0.14%
5,172
+2,256
157
$1.2M 0.14%
+35,035
158
$1.2M 0.14%
37,959
+12,672
159
$1.2M 0.14%
14,506
+7,523
160
$1.18M 0.14%
5,136
+1,597
161
$1.17M 0.14%
3,379
+1,348
162
$1.17M 0.14%
7,193
+2,953
163
$1.16M 0.14%
7,298
+2,870
164
$1.16M 0.14%
11,229
+5,716
165
$1.16M 0.14%
2,701
+712
166
$1.16M 0.14%
7,464
-32
167
$1.14M 0.14%
2,326
+626
168
$1.14M 0.13%
22,900
+9,821
169
$1.13M 0.13%
15,384
+6,650
170
$1.12M 0.13%
21,653
+11,158
171
$1.11M 0.13%
25,090
+8,771
172
$1.1M 0.13%
24,032
+5,964
173
$1.1M 0.13%
+7,735
174
$1.1M 0.13%
13,313
+119
175
$1.1M 0.13%
5,328
+1,940
5 6
7
8 9