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
126
$26.1K 0.02%
+200
127
$25.2K 0.02%
+10,534
128
$24.9K 0.02%
+699
129
$24.8K 0.02%
+7
130
$24K 0.02%
+80
131
$23.7K 0.02%
+804
132
$23.6K 0.02%
+400
133
$22.9K 0.02%
+370
134
$22K 0.02%
+1,500
135
$22K 0.02%
+278
136
$21.3K 0.02%
+750
137
$20.9K 0.02%
+145
138
$20.2K 0.02%
+500
139
$19.9K 0.02%
+345
140
$19.4K 0.02%
+174
141
$19.2K 0.02%
+85
142
$17.9K 0.02%
+1,600
143
$17.9K 0.02%
+41
144
$17.6K 0.02%
+38
145
$17.5K 0.02%
+41
146
$17.4K 0.02%
+600
147
$17.3K 0.02%
+1,524
148
$17.3K 0.02%
+230
149
$17.1K 0.02%
+89
150
$16.9K 0.02%
+288