NMM

Naples Money Management Portfolio holdings

AUM $118M
1-Year Est. Return 54.66%
This Quarter Est. Return
1 Year Est. Return
+54.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.09M
3
+$4M
4
MRK icon
Merck
MRK
+$3.96M
5
TER icon
Teradyne
TER
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.62%
2 Financials 12.78%
3 Industrials 11.62%
4 Communication Services 10.52%
5 Healthcare 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.14K 0.01%
+75
227
$8.01K 0.01%
+66
228
$7.71K 0.01%
+71
229
$7.68K 0.01%
+46
230
$7.58K 0.01%
+90
231
$7.48K 0.01%
+860
232
$7.41K 0.01%
+75
233
$7.41K 0.01%
+200
234
$7.22K 0.01%
+19
235
$7.18K 0.01%
+59
236
$7.04K 0.01%
+121
237
$6.96K 0.01%
+51
238
$6.92K 0.01%
+84
239
$6.85K 0.01%
+50
240
$6.76K 0.01%
+600
241
$6.7K 0.01%
+129
242
$6.5K 0.01%
+18
243
$6.34K 0.01%
+101
244
$6.33K 0.01%
+55
245
$6.31K 0.01%
+138
246
$6.19K 0.01%
+80
247
$6.13K 0.01%
+13
248
$6.1K 0.01%
+512
249
$6.02K 0.01%
+200
250
$5.84K 0.01%
+249
8 9
10
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