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
406
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%
4,501
+125
252
$383K 0.02%
1,971
+80
253
$380K 0.02%
6,857
-99
254
$374K 0.02%
3,283
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255
$373K 0.02%
8,138
+2,124
256
$368K 0.02%
7,321
-2,385
257
$366K 0.02%
2,007
-14,494
258
$363K 0.02%
1,482
+489
259
$362K 0.02%
6,840
260
$362K 0.02%
18,075
-375
261
$357K 0.02%
7,465
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262
$352K 0.02%
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263
$348K 0.02%
1,635
-1,346
264
$347K 0.02%
5,285
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265
$345K 0.02%
10,731
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266
$345K 0.02%
4,837
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267
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268
$338K 0.02%
7,250
269
$335K 0.02%
5,630
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270
$333K 0.02%
2,714
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271
$327K 0.02%
286
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272
$326K 0.02%
11,012
-484
273
$317K 0.02%
1,070
-1,114
274
$315K 0.02%
2,550
+625
275
$311K 0.02%
8,601
-7,036