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
$309M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$8.1M
2 +$464K
3 +$433K
4
PEP icon
PepsiCo
PEP
+$381K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$373K

Top Sells

1 +$544K
2 +$409K
3 +$291K
4
NLSN
Nielsen Holdings plc
NLSN
+$246K
5
SYK icon
Stryker
SYK
+$235K

Sector Composition

1 Healthcare 20.89%
2 Financials 12.61%
3 Consumer Discretionary 12.12%
4 Communication Services 10.32%
5 Technology 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,550