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
$1.39B
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$5.06M
3
+$4.67M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.5M
5
MFC icon
Manulife Financial
MFC
+$4.18M

Top Sells

1
+$15.7M
2
+$5.57M
3
+$5.05M
4
PANW icon
Palo Alto Networks
PANW
+$5.02M
5
AGN
Allergan plc
AGN
+$4.55M

Sector Composition

1 Industrials 28.79%
2 Financials 9.76%
3 Technology 8.58%
4 Healthcare 8.16%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$268K 0.02%
6,952
-370
302
$265K 0.02%
22,404
303
$265K 0.02%
2,176
-407
304
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305
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306
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30,377
307
$258K 0.02%
10,038
308
$253K 0.02%
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309
$252K 0.02%
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310
$251K 0.02%
2,200
311
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312
$249K 0.02%
7,467
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313
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314
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15,162
315
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7,200
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316
$240K 0.02%
4,725
317
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319
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3,548
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1,203
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3,596
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$226K 0.02%
6,588
325
$225K 0.02%
2,866
-286
11 12
13
14 15