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
351
$1.53K ﹤0.01%
+15
352
$1.48K ﹤0.01%
+73
353
$1.48K ﹤0.01%
+12
354
$1.44K ﹤0.01%
+57
355
$1.42K ﹤0.01%
+43
356
$1.42K ﹤0.01%
+14
357
$1.35K ﹤0.01%
+20
358
$1.32K ﹤0.01%
+6
359
$1.31K ﹤0.01%
+91
360
$1.25K ﹤0.01%
+28
361
$1.24K ﹤0.01%
+7
362
$1.22K ﹤0.01%
+23
363
$1.21K ﹤0.01%
+16
364
$1.19K ﹤0.01%
+18
365
$1.19K ﹤0.01%
+19
366
$1.15K ﹤0.01%
+7
367
$1.13K ﹤0.01%
+29
368
$1.13K ﹤0.01%
+8
369
$992 ﹤0.01%
+157
370
$990 ﹤0.01%
+500
371
$962 ﹤0.01%
+15
372
$954 ﹤0.01%
+26
373
$941 ﹤0.01%
+10
374
$914 ﹤0.01%
+12
375
$914 ﹤0.01%
+17
13 14
15
16 17