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
276
$472K 0.02%
+19,238
277
$470K 0.02%
4,392
-11
278
$467K 0.02%
971
+12
279
$464K 0.02%
2,168
+138
280
$463K 0.02%
3,553
281
$461K 0.02%
2,188
-457
282
$459K 0.02%
1,982
+34
283
$451K 0.02%
5,033
-1,260
284
$449K 0.02%
7,818
-415
285
$442K 0.02%
6,305
286
$442K 0.02%
12,125
-1,687
287
$441K 0.02%
9,269
288
$439K 0.02%
9,798
-21
289
$433K 0.02%
9,966
-11,925
290
$433K 0.02%
2,760
+47
291
$425K 0.02%
9,315
+315
292
$425K 0.02%
4,934
+128
293
$417K 0.02%
1,887
-45
294
$413K 0.02%
5,349
295
$405K 0.02%
2,443
-739
296
$397K 0.02%
1,177
+20
297
$395K 0.02%
2,385
298
$391K 0.02%
4,654
-252
299
$375K 0.01%
4,335
-7
300
$374K 0.01%
3,412
10 11
12
13 14