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
151
$16.8K 0.02%
+280
152
$16.7K 0.02%
+3,555
153
$16.6K 0.02%
+63
154
$16.2K 0.02%
+130
155
$16.2K 0.02%
+1,440
156
$15.9K 0.01%
+30
157
$15.8K 0.01%
+136
158
$15.7K 0.01%
+10
159
$15.7K 0.01%
+1,500
160
$15.6K 0.01%
+840
161
$15.2K 0.01%
+645
162
$15.2K 0.01%
+1,686
163
$15.2K 0.01%
+735
164
$14.8K 0.01%
+87
165
$14K 0.01%
+180
166
$13.8K 0.01%
+975
167
$13.8K 0.01%
+100
168
$13.7K 0.01%
+264
169
$13.5K 0.01%
+283
170
$13.2K 0.01%
+300
171
$13.1K 0.01%
+22
172
$13.1K 0.01%
+75
173
$12.7K 0.01%
+170
174
$12.6K 0.01%
+100
175
$12.3K 0.01%
+35