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
$2.24B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1 +$7.16M
2 +$4.78M
3 +$4.09M
4
EEFT icon
Euronet Worldwide
EEFT
+$3.9M
5
AMT icon
American Tower
AMT
+$3.88M

Top Sells

1 +$9.46M
2 +$5.89M
3 +$5.7M
4
VLO icon
Valero Energy
VLO
+$5.59M
5
AAPL icon
Apple
AAPL
+$4.91M

Sector Composition

1 Industrials 27.53%
2 Technology 13.02%
3 Financials 8.09%
4 Healthcare 7.35%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$447K 0.02%
2,911
+108
252
$442K 0.02%
+12,695
253
$441K 0.02%
17,350
254
$441K 0.02%
1,621
255
$440K 0.02%
1,853
256
$437K 0.02%
2,027
+75
257
$429K 0.02%
5,349
258
$427K 0.02%
5,473
-514
259
$422K 0.02%
1,192
260
$414K 0.02%
40,381
261
$410K 0.02%
5,915
+175
262
$408K 0.02%
4,435
+136
263
$408K 0.02%
13,533
-2,350
264
$402K 0.02%
2,624
+25
265
$401K 0.02%
1,545
+10
266
$401K 0.02%
4,725
-10
267
$400K 0.02%
4,628
268
$396K 0.02%
1,621
-128
269
$396K 0.02%
+5,399
270
$395K 0.02%
9,469
+200
271
$393K 0.02%
2,875
-150
272
$393K 0.02%
3,353
-570
273
$391K 0.02%
1,159
+215
274
$385K 0.02%
3,390
+24
275
$381K 0.02%
1,002
+95