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
101
$35.5K 0.03%
+209
102
$35.3K 0.03%
+290
103
$34.5K 0.03%
+1,173
104
$33.9K 0.03%
+150
105
$33.9K 0.03%
+134
106
$32.1K 0.03%
+3,300
107
$32.1K 0.03%
+585
108
$31.4K 0.03%
+164
109
$31K 0.03%
+300
110
$30.6K 0.03%
+638
111
$30.4K 0.03%
+990
112
$30.3K 0.03%
+700
113
$29.9K 0.03%
+608
114
$29.8K 0.03%
+461
115
$29.5K 0.03%
+955
116
$29.2K 0.03%
+73
117
$29.1K 0.03%
+720
118
$28.6K 0.03%
+195
119
$27.8K 0.03%
+170
120
$26.7K 0.02%
+2,800
121
$26.6K 0.02%
+1,328
122
$26.6K 0.02%
+340
123
$26.3K 0.02%
+500
124
$26.3K 0.02%
+919
125
$26.2K 0.02%
+662
3 4
5
6 7