NG

Northstar Group Portfolio holdings

AUM $687M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$1.01M
3 +$922K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$904K
5
AAPL icon
Apple
AAPL
+$606K

Sector Composition

1 Financials 26.13%
2 Consumer Staples 9.97%
3 Consumer Discretionary 8.22%
4 Communication Services 7.69%
5 Healthcare 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$215K 0.1%
+1,200
127
-1,000
128
-3,512
129
-13,620