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
201
$10K 0.01%
+62
202
$9.87K 0.01%
+225
203
$9.77K 0.01%
+500
204
$9.65K 0.01%
+350
205
$9.55K 0.01%
+66
206
$9.49K 0.01%
+32
207
$9.47K 0.01%
+111
208
$9.44K 0.01%
+550
209
$9.44K 0.01%
+509
210
$9.37K 0.01%
+200
211
$9.24K 0.01%
+300
212
$9.24K 0.01%
+54
213
$9.16K 0.01%
+20
214
$9.1K 0.01%
+70
215
$8.99K 0.01%
+125
216
$8.95K 0.01%
+90
217
$8.92K 0.01%
+150
218
$8.8K 0.01%
+58
219
$8.8K 0.01%
+66
220
$8.79K 0.01%
+217
221
$8.79K 0.01%
+345
222
$8.64K 0.01%
+274
223
$8.49K 0.01%
+565
224
$8.49K 0.01%
+200
225
$8.46K 0.01%
+245
7 8
9
10 11