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
486
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
$549K 0.02%
2,310
-856
252
$538K 0.02%
6,500
+600
253
$533K 0.02%
11,689
+728
254
$531K 0.02%
2,384
-135
255
$522K 0.02%
6,389
+159
256
$520K 0.02%
4,398
-1,083
257
$516K 0.02%
17,150
258
$511K 0.02%
2,630
259
$510K 0.02%
1,773
-117
260
$507K 0.02%
5,646
261
$506K 0.02%
36,875
-1,050
262
$506K 0.02%
20,334
+26
263
$504K 0.02%
+50,850
264
$500K 0.02%
9,703
+43
265
$499K 0.02%
7,177
-2,500
266
$497K 0.02%
4,794
+30
267
$496K 0.02%
1,192
268
$494K 0.02%
1,203
+383
269
$493K 0.02%
757
270
$488K 0.02%
2,144
-50
271
$482K 0.02%
1,459
+53
272
$481K 0.02%
5,313
-846
273
$478K 0.02%
1,306
+19
274
$477K 0.02%
3,485
-16
275
$472K 0.02%
+19,238
9 10
11
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