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
176
$12.3K 0.01%
+249
177
$12.2K 0.01%
+490
178
$12.1K 0.01%
+550
179
$11.9K 0.01%
+200
180
$11.7K 0.01%
+400
181
$11.7K 0.01%
+1,615
182
$11.5K 0.01%
+470
183
$11.4K 0.01%
+28
184
$11.2K 0.01%
+600
185
$11.2K 0.01%
+17
186
$11.1K 0.01%
+27
187
$11K 0.01%
+3,878
188
$11K 0.01%
+100
189
$10.9K 0.01%
+500
190
$10.9K 0.01%
+146
191
$10.8K 0.01%
+680
192
$10.7K 0.01%
+1,145
193
$10.6K 0.01%
+17
194
$10.6K 0.01%
+480
195
$10.6K 0.01%
+214
196
$10.5K 0.01%
+280
197
$10.5K 0.01%
+47
198
$10.3K 0.01%
+4
199
$10K 0.01%
+500
200
$10K 0.01%
+170
6 7
8
9 10