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
$2B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1 +$5.7M
2 +$5.28M
3 +$4.79M
4
BP icon
BP
BP
+$4.07M
5
QCOM icon
Qualcomm
QCOM
+$3.46M

Top Sells

1 +$6.61M
2 +$6.21M
3 +$4.06M
4
HPQ icon
HP
HPQ
+$3.67M
5
NFLX icon
Netflix
NFLX
+$3.37M

Sector Composition

1 Industrials 23.52%
2 Technology 10.89%
3 Financials 8.19%
4 Healthcare 7.65%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$383K 0.02%
1,971
+80
252
$380K 0.02%
6,760
-98
253
$374K 0.02%
3,283
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254
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4,069
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255
$368K 0.02%
7,321
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256
$366K 0.02%
2,007
-14,494
257
$363K 0.02%
1,482
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258
$362K 0.02%
6,840
259
$362K 0.02%
18,075
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260
$357K 0.02%
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261
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262
$348K 0.02%
1,635
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263
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264
$345K 0.02%
10,731
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265
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5,630
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269
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270
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286
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272
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1,070
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273
$315K 0.02%
2,550
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274
$311K 0.02%
8,601
-7,036
275
$309K 0.02%
2,603
-68