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
$2.5B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$9.18M
3
+$8.41M
4
AMZN icon
Amazon
AMZN
+$6.58M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.22M

Top Sells

1
+$18M
2
+$10.2M
3
+$9.16M
4
BLK icon
Blackrock
BLK
+$8.34M
5
AAPL icon
Apple
AAPL
+$8.1M

Sector Composition

1 Industrials 21.71%
2 Technology 14.41%
3 Healthcare 8.23%
4 Financials 7.77%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$726K 0.03%
9,436
+20
227
$719K 0.03%
19,587
228
$711K 0.03%
5,769
-192
229
$706K 0.03%
9,105
+43
230
$695K 0.03%
4,305
-221
231
$694K 0.03%
18,542
-1,768
232
$692K 0.03%
3,259
-36
233
$679K 0.03%
14,019
+272
234
$668K 0.03%
9,538
-651
235
$653K 0.03%
4,303
-843
236
$639K 0.03%
11,635
237
$635K 0.03%
27,040
-435,874
238
$634K 0.03%
9,368
-422
239
$630K 0.02%
11,049
+109
240
$619K 0.02%
8,539
+174
241
$618K 0.02%
9,559
242
$595K 0.02%
5,919
243
$581K 0.02%
40,381
244
$574K 0.02%
14,750
245
$568K 0.02%
6,440
246
$568K 0.02%
8,263
+131
247
$563K 0.02%
1,974
-2
248
$555K 0.02%
5,559
+12
249
$554K 0.02%
3,712
-16
250
$550K 0.02%
10,707
8 9
10
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