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
76
$88.1K 0.08%
+2,617
77
$87.6K 0.08%
+600
78
$84.8K 0.08%
+1,620
79
$84.5K 0.08%
+1,334
80
$82.9K 0.08%
+343
81
$81.8K 0.08%
+150
82
$80.5K 0.08%
+2,241
83
$70.3K 0.07%
+1,158
84
$65.4K 0.06%
+1,065
85
$63.8K 0.06%
+5,436
86
$63.5K 0.06%
+1,935
87
$57.7K 0.05%
+4,734
88
$56.3K 0.05%
+301
89
$54.4K 0.05%
+700
90
$52.8K 0.05%
+341
91
$50.9K 0.05%
+1,646
92
$45K 0.04%
+1,398
93
$44.3K 0.04%
+170
94
$42.7K 0.04%
+515
95
$42.5K 0.04%
+1,478
96
$42.1K 0.04%
+501
97
$39.6K 0.04%
+875
98
$37.8K 0.04%
+498
99
$37.8K 0.04%
+112
100
$37.8K 0.04%
+2,945
2 3
4
5 6