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
$2.24B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$4.78M
3
+$4.09M
4
EEFT icon
Euronet Worldwide
EEFT
+$3.9M
5
AMT icon
American Tower
AMT
+$3.88M

Top Sells

1
+$9.46M
2
+$5.89M
3
+$5.7M
4
VLO icon
Valero Energy
VLO
+$5.59M
5
AAPL icon
Apple
AAPL
+$4.91M

Sector Composition

1 Industrials 27.53%
2 Technology 13.02%
3 Financials 8.09%
4 Healthcare 7.35%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$592K 0.03%
10,160
+1,154
227
$588K 0.03%
9,481
-3,809
228
$585K 0.03%
9,950
229
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11,720
-55,908
230
$579K 0.03%
19,630
231
$569K 0.03%
4,316
232
$562K 0.03%
+10,110
233
$556K 0.02%
2,754
-109
234
$556K 0.02%
5,850
-2,500
235
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9,520
-67
236
$536K 0.02%
2,550
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237
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4,720
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238
$532K 0.02%
13,812
239
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2,337
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240
$515K 0.02%
5,307
241
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7,250
242
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243
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244
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9,131
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245
$483K 0.02%
15,000
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246
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+250,000
247
$468K 0.02%
757
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248
$461K 0.02%
1,979
-255
249
$450K 0.02%
9,660
250
$449K 0.02%
6,499
-189
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10
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