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
276
$470K 0.02%
4,392
-11
277
$467K 0.02%
971
+12
278
$464K 0.02%
2,168
+138
279
$463K 0.02%
3,553
280
$461K 0.02%
2,188
-457
281
$459K 0.02%
1,982
+34
282
$451K 0.02%
5,033
-1,260
283
$449K 0.02%
7,818
-415
284
$442K 0.02%
6,305
285
$442K 0.02%
12,125
-1,687
286
$441K 0.02%
9,269
287
$439K 0.02%
9,798
-21
288
$433K 0.02%
9,966
-11,925
289
$433K 0.02%
2,760
+47
290
$425K 0.02%
9,315
+315
291
$425K 0.02%
4,934
+128
292
$417K 0.02%
1,887
-45
293
$413K 0.02%
5,349
294
$405K 0.02%
2,443
-739
295
$397K 0.02%
1,177
+20
296
$395K 0.02%
2,385
297
$391K 0.02%
4,654
-252
298
$375K 0.01%
4,335
-7
299
$374K 0.01%
3,412
300
$371K 0.01%
720
+8
10 11
12
13 14