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
$2.46B
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.52M
3
+$4.02M
4
HLI icon
Houlihan Lokey
HLI
+$3.22M
5
NEE icon
NextEra Energy
NEE
+$3.08M

Top Sells

1
+$136M
2
+$6.3M
3
+$5.07M
4
AMAT icon
Applied Materials
AMAT
+$3.97M
5
HD icon
Home Depot
HD
+$3.04M

Sector Composition

1 Industrials 22.21%
2 Technology 13.55%
3 Financials 9.32%
4 Healthcare 7.23%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$466K 0.02%
3,672
277
$462K 0.02%
2,199
+67
278
$461K 0.02%
9,660
279
$457K 0.02%
3,630
-49
280
$453K 0.02%
2,855
-109
281
$450K 0.02%
5,349
282
$450K 0.02%
5,242
+37
283
$449K 0.02%
2,911
284
$446K 0.02%
1,230
+265
285
$445K 0.02%
1,373
286
$437K 0.02%
2,330
+303
287
$432K 0.02%
2,675
+34
288
$432K 0.02%
1,496
+70
289
$431K 0.02%
3,335
-200
290
$419K 0.02%
9,453
+49
291
$418K 0.02%
+4,870
292
$414K 0.02%
18,100
+78
293
$414K 0.02%
9,389
-80
294
$411K 0.02%
6,840
295
$408K 0.02%
2,059
296
$407K 0.02%
2,704
+350
297
$406K 0.02%
4,488
298
$405K 0.02%
596
299
$404K 0.02%
10,096
-322
300
$404K 0.02%
1,426
10 11
12
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