NA
Nordwand Advisors Portfolio holdings
AUM
$637M
This Quarter Return
+13.9%
1 Year Return
+31.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$802M
AUM Growth
–
Cap. Flow
+$802M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.98%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$260M |
| 2 |
Johnson & Johnson
JNJ
|
$189M |
| 3 |
NovoCure
NVCR
|
$111M |
| 4 |
VVNT
Vivint Smart Home, Inc. Class A Common Stock
VVNT
|
$47.1M |
| 5 |
Reliance Steel & Aluminium
RS
|
$11.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 41.62% |
| 2 | Financials | 34.53% |
| 3 | Industrials | 8.94% |
| 4 | Technology | 4.12% |
| 5 | Materials | 2.72% |
