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
276
$380K 0.02%
1,900
+135
277
$371K 0.02%
1,409
+169
278
$368K 0.02%
6,840
279
$366K 0.02%
5,890
+290
280
$365K 0.02%
9,434
-84
281
$365K 0.02%
+13,500
282
$363K 0.02%
9,091
-556
283
$361K 0.02%
+1,395
284
$360K 0.02%
3,694
285
$358K 0.02%
7,465
286
$354K 0.02%
7,698
+2,026
287
$354K 0.02%
+5,900
288
$347K 0.02%
1,602
+21
289
$345K 0.02%
1,080
-50
290
$342K 0.02%
4,891
291
$341K 0.02%
17,958
+178
292
$339K 0.02%
4,094
293
$338K 0.02%
1,916
+106
294
$338K 0.02%
7,410
-95
295
$335K 0.02%
2,210
-240
296
$334K 0.01%
3,535
+10
297
$332K 0.01%
+2,139
298
$332K 0.01%
10,115
299
$327K 0.01%
+2,325
300
$317K 0.01%
3,712
-75
10 11
12
13 14