NGM

North Growth Management Portfolio holdings

AUM $533M
1-Year Est. Return 25.28%
This Quarter Est. Return
1 Year Est. Return
+25.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$9.15M
2 +$8.6M
3 +$3.27M
4
SEDG icon
SolarEdge
SEDG
+$2.81M
5
ARHS icon
Arhaus
ARHS
+$2.58M

Top Sells

1 +$18.9M
2 +$11.3M
3 +$9.04M
4
JBL icon
Jabil
JBL
+$7.13M
5
RVTY icon
Revvity
RVTY
+$6.5M

Sector Composition

1 Technology 44.53%
2 Consumer Discretionary 20.06%
3 Industrials 16.9%
4 Healthcare 15.08%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-163,000