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
$2B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1 +$5.7M
2 +$5.28M
3 +$4.79M
4
BP icon
BP
BP
+$4.07M
5
QCOM icon
Qualcomm
QCOM
+$3.46M

Top Sells

1 +$6.61M
2 +$6.21M
3 +$4.06M
4
HPQ icon
HP
HPQ
+$3.67M
5
NFLX icon
Netflix
NFLX
+$3.37M

Sector Composition

1 Industrials 23.52%
2 Technology 10.89%
3 Financials 8.19%
4 Healthcare 7.65%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$258K 0.01%
1,439
-100
302
$258K 0.01%
2,120
+90
303
$254K 0.01%
10,000
304
$253K 0.01%
6,417
-16
305
$249K 0.01%
2,064
-150
306
$244K 0.01%
1,265
-4,396
307
$243K 0.01%
3,778
308
$240K 0.01%
1,625
309
$237K 0.01%
903
310
$234K 0.01%
+4,176
311
$232K 0.01%
2,157
-306
312
$232K 0.01%
3,660
-24
313
$231K 0.01%
6,322
-73
314
$231K 0.01%
11,953
315
$227K 0.01%
4,094
-765
316
$227K 0.01%
1,146
-35
317
$227K 0.01%
1,612
318
$223K 0.01%
+1,100
319
$223K 0.01%
7,398
+50
320
$222K 0.01%
3,928
-3,896
321
$221K 0.01%
+1,361
322
$221K 0.01%
4,003
-190
323
$220K 0.01%
1,753
-93
324
$219K 0.01%
8,591
325
$217K 0.01%
+8,800