NMM
Naples Money Management Portfolio holdings
AUM
$118M
This Quarter Return
+14.96%
1 Year Return
+54.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(-6.1%)
Cap. Flow
-$24M
Cap. Flow
% of AUM
-23.92%
Top 10 Holdings %
Top 10 Hldgs %
48.29%
Holding
469
New
46
Increased
42
Reduced
78
Closed
62
Top Buys
| 1 |
Microsoft
MSFT
|
$4.38M |
| 2 |
Stryker
SYK
|
$4.37M |
| 3 |
Best Buy
BBY
|
$3.13M |
| 4 |
Capital One
COF
|
$3.05M |
| 5 |
Walmart
WMT
|
$2.35M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$7M |
| 2 |
Netflix
NFLX
|
$4.74M |
| 3 |
Merck
MRK
|
$4.67M |
| 4 |
Meta Platforms (Facebook)
META
|
$4.18M |
| 5 |
Eaton
ETN
|
$3.47M |
Sector Composition
| 1 | Technology | 20.01% |
| 2 | Healthcare | 11.92% |
| 3 | Financials | 10.81% |
| 4 | Consumer Discretionary | 9.98% |
| 5 | Industrials | 7.73% |
