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
$1.39B
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$8.19M
2 +$5.06M
3 +$4.67M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.5M
5
MFC icon
Manulife Financial
MFC
+$4.18M

Top Sells

1 +$15.7M
2 +$5.57M
3 +$5.05M
4
PANW icon
Palo Alto Networks
PANW
+$5.02M
5
AGN
Allergan plc
AGN
+$4.55M

Sector Composition

1 Industrials 28.79%
2 Financials 9.76%
3 Technology 8.58%
4 Healthcare 8.16%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$402K 0.03%
5,210
+360
252
$398K 0.03%
3,934
-122
253
$397K 0.03%
2,930
254
$392K 0.03%
1,881
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255
$383K 0.03%
9,912
+275
256
$380K 0.03%
216,955
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257
$377K 0.03%
7,206
-251
258
$376K 0.03%
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-120
259
$370K 0.03%
9,291
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260
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103,156
261
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262
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263
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2,183
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264
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+11
265
$358K 0.03%
10,506
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266
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6,406
-2,131
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$337K 0.02%
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-102
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12,864
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271
$334K 0.02%
22,360
272
$333K 0.02%
3,905
+64
273
$325K 0.02%
8,178
+34
274
$324K 0.02%
7,531
+1,162
275
$316K 0.02%
14,475