NCM

Noesis Capital Mangement Portfolio holdings

AUM $644M
1-Year Est. Return 29.18%
This Quarter Est. Return
1 Year Est. Return
+29.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
-$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$7.75M
2 +$525K
3 +$289K
4
TJX icon
TJX Companies
TJX
+$210K
5
GE icon
GE Aerospace
GE
+$189K

Sector Composition

1 Healthcare 14.48%
2 Financials 13.53%
3 Industrials 12.86%
4 Consumer Discretionary 11.87%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,310
102
-150,074