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
251
$5.68K 0.01%
+38
252
$5.67K 0.01%
+91
253
$5.65K 0.01%
+16
254
$5.52K 0.01%
+75
255
$5.34K 0.01%
+151
256
$5.14K ﹤0.01%
+50
257
$5.07K ﹤0.01%
+20
258
$5.03K ﹤0.01%
+55
259
$5.02K ﹤0.01%
+953
260
$4.97K ﹤0.01%
+349
261
$4.87K ﹤0.01%
+55
262
$4.68K ﹤0.01%
+50
263
$4.46K ﹤0.01%
+50
264
$4.32K ﹤0.01%
+22
265
$4.22K ﹤0.01%
+32
266
$4.19K ﹤0.01%
+75
267
$4.09K ﹤0.01%
+114
268
$4.05K ﹤0.01%
+50
269
$4.02K ﹤0.01%
+33
270
$4.01K ﹤0.01%
+529
271
$3.87K ﹤0.01%
+62
272
$3.79K ﹤0.01%
+148
273
$3.79K ﹤0.01%
+500
274
$3.75K ﹤0.01%
+8
275
$3.74K ﹤0.01%
+186
9 10
11
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