FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.06B
1-Year Est. Return 15.28%
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,524
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4M
3
+$2.05M
4
CSCO icon
Cisco
CSCO
+$2.03M
5
MRK icon
Merck
MRK
+$2.01M

Top Sells

1
+$2.11M
2
+$1.36M
3
+$1.2M
4
WFC icon
Wells Fargo
WFC
+$1.13M
5
CPRI icon
Capri Holdings
CPRI
+$971K

Sector Composition

1 Healthcare 13.1%
2 Technology 11.15%
3 Industrials 10.57%
4 Financials 10.54%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$471K 0.06%
19,163
+14,627
227
$464K 0.06%
3,669
-663
228
$457K 0.06%
3,825
-181
229
$452K 0.06%
8,533
-503
230
$444K 0.06%
4,845
-114
231
$444K 0.06%
9,150
+5,150
232
$439K 0.06%
4,254
-483
233
$433K 0.06%
4,085
-26
234
$429K 0.06%
4,025
-104
235
$424K 0.06%
4,428
+1
236
$424K 0.06%
2,454
+500
237
$412K 0.05%
34,050
-1,700
238
$406K 0.05%
9,546
239
$406K 0.05%
55,600
240
$402K 0.05%
8,296
+18
241
$397K 0.05%
4,250
-27
242
$394K 0.05%
6,918
+82
243
$392K 0.05%
5,310
-948
244
$391K 0.05%
1,955
-153
245
$388K 0.05%
5,621
-92
246
$387K 0.05%
12,034
-200
247
$382K 0.05%
4,165
+851
248
$382K 0.05%
5,157
-93
249
$373K 0.05%
4,035
+3,209
250
$372K 0.05%
3,405
8 9
10
11 12