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
326
$2.02K ﹤0.01%
+13
327
$2.01K ﹤0.01%
+25
328
$2K ﹤0.01%
+31
329
$1.98K ﹤0.01%
+9
330
$1.96K ﹤0.01%
+50
331
$1.96K ﹤0.01%
+180
332
$1.93K ﹤0.01%
+46
333
$1.91K ﹤0.01%
+52
334
$1.88K ﹤0.01%
+100
335
$1.88K ﹤0.01%
+30
336
$1.88K ﹤0.01%
+6
337
$1.83K ﹤0.01%
+11
338
$1.81K ﹤0.01%
+40
339
$1.78K ﹤0.01%
+16
340
$1.78K ﹤0.01%
+165
341
$1.77K ﹤0.01%
+19
342
$1.77K ﹤0.01%
+36
343
$1.77K ﹤0.01%
+85
344
$1.72K ﹤0.01%
+11
345
$1.72K ﹤0.01%
+80
346
$1.69K ﹤0.01%
+100
347
$1.69K ﹤0.01%
+212
348
$1.68K ﹤0.01%
+22
349
$1.65K ﹤0.01%
+19
350
$1.55K ﹤0.01%
+76
12 13
14
15 16