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
276
$3.62K ﹤0.01%
+40
277
$3.5K ﹤0.01%
+235
278
$3.48K ﹤0.01%
+31
279
$3.45K ﹤0.01%
+100
280
$3.43K ﹤0.01%
+13
281
$3.42K ﹤0.01%
+42
282
$3.42K ﹤0.01%
+40
283
$3.36K ﹤0.01%
+28
284
$3.34K ﹤0.01%
+40
285
$3.28K ﹤0.01%
+228
286
$3.25K ﹤0.01%
+365
287
$3.22K ﹤0.01%
+39
288
$3.22K ﹤0.01%
+139
289
$3.22K ﹤0.01%
+14
290
$3.17K ﹤0.01%
+95
291
$3.09K ﹤0.01%
+216
292
$3.08K ﹤0.01%
+50
293
$3.03K ﹤0.01%
+47
294
$3.02K ﹤0.01%
+11
295
$2.97K ﹤0.01%
+22
296
$2.85K ﹤0.01%
+67
297
$2.81K ﹤0.01%
+22
298
$2.81K ﹤0.01%
+250
299
$2.79K ﹤0.01%
+7
300
$2.68K ﹤0.01%
+14
10 11
12
13 14