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
$2.5B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$9.18M
3
+$8.41M
4
AMZN icon
Amazon
AMZN
+$6.58M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.22M

Top Sells

1
+$18M
2
+$10.2M
3
+$9.16M
4
BLK icon
Blackrock
BLK
+$8.34M
5
AAPL icon
Apple
AAPL
+$8.1M

Sector Composition

1 Industrials 21.71%
2 Technology 14.41%
3 Healthcare 8.23%
4 Financials 7.77%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$550K 0.02%
10,707
252
$549K 0.02%
2,310
-856
253
$538K 0.02%
6,500
+600
254
$533K 0.02%
10,390
+647
255
$531K 0.02%
2,384
-135
256
$522K 0.02%
6,389
+159
257
$520K 0.02%
4,398
-1,083
258
$516K 0.02%
17,150
259
$511K 0.02%
2,630
260
$510K 0.02%
1,773
-117
261
$507K 0.02%
5,646
262
$506K 0.02%
36,875
-1,050
263
$506K 0.02%
20,334
+26
264
$504K 0.02%
+50,850
265
$500K 0.02%
9,703
+43
266
$499K 0.02%
7,177
-2,500
267
$497K 0.02%
4,794
+30
268
$496K 0.02%
1,192
269
$494K 0.02%
1,203
+383
270
$493K 0.02%
757
271
$488K 0.02%
2,144
-50
272
$482K 0.02%
1,459
+53
273
$481K 0.02%
5,313
-846
274
$478K 0.02%
1,306
+19
275
$477K 0.02%
3,485
-16
9 10
11
12 13