NCM
Noesis Capital Mangement Portfolio holdings
AUM $576M
1-Year Return
23.93%
This Quarter Return
+2.71%
1 Year Return
+23.93%
3 Year Return
+91%
5 Year Return
+152.12%
10 Year Return
+290.8%
AUM
$187M
AUM Growth
–
Cap. Flow
+$187M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.06%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$8.41M |
| 2 |
Walt Disney
DIS
|
+$7.78M |
| 3 |
HSBC
HSBC
|
+$7.62M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$7.2M |
| 5 |
American Express
AXP
|
+$7.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.83% |
| 2 | Consumer Discretionary | 13.64% |
| 3 | Healthcare | 11.35% |
| 4 | Technology | 10.63% |
| 5 | Communication Services | 9.21% |
