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
$2.71B
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.22M
3
+$8.38M
4
PANW icon
Palo Alto Networks
PANW
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$7.33M

Top Sells

1
+$6.77M
2
+$4.37M
3
+$4.29M
4
MCD icon
McDonald's
MCD
+$4.09M
5
NVDA icon
NVIDIA
NVDA
+$3.57M

Sector Composition

1 Technology 18.85%
2 Industrials 16.29%
3 Financials 9.26%
4 Healthcare 8.12%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$740K 0.03%
4,611
+585
227
$738K 0.03%
41,624
228
$738K 0.03%
32,692
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229
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1,637
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230
$722K 0.03%
10,531
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231
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1,247
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232
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233
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234
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236
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237
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238
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239
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9,360
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240
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15,976
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241
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242
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244
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245
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246
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247
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24,154
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248
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-108
249
$618K 0.02%
10,534
+288
250
$616K 0.02%
8,624
-141
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10
11 12