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
301
$2.68K ﹤0.01%
+10
302
$2.67K ﹤0.01%
+54
303
$2.64K ﹤0.01%
+178
304
$2.64K ﹤0.01%
+300
305
$2.63K ﹤0.01%
+58
306
$2.61K ﹤0.01%
+51
307
$2.61K ﹤0.01%
+100
308
$2.59K ﹤0.01%
+25
309
$2.52K ﹤0.01%
+46
310
$2.52K ﹤0.01%
+9
311
$2.47K ﹤0.01%
+11
312
$2.46K ﹤0.01%
+7
313
$2.43K ﹤0.01%
+170
314
$2.34K ﹤0.01%
+25
315
$2.32K ﹤0.01%
+100
316
$2.31K ﹤0.01%
+30
317
$2.29K ﹤0.01%
+19
318
$2.23K ﹤0.01%
+29
319
$2.14K ﹤0.01%
+9
320
$2.13K ﹤0.01%
+75
321
$2.13K ﹤0.01%
+335
322
$2.12K ﹤0.01%
+40
323
$2.11K ﹤0.01%
+76
324
$2.09K ﹤0.01%
+5
325
$2.05K ﹤0.01%
+8
11 12
13
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