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
406
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
$260K 0.01%
7,768
+914
302
$258K 0.01%
1,439
-100
303
$258K 0.01%
2,120
+90
304
$254K 0.01%
10,000
305
$253K 0.01%
6,417
-16
306
$249K 0.01%
2,064
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307
$244K 0.01%
1,265
-4,396
308
$243K 0.01%
3,778
309
$240K 0.01%
1,625
310
$237K 0.01%
903
311
$234K 0.01%
+4,176
312
$232K 0.01%
2,157
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313
$232K 0.01%
3,660
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314
$231K 0.01%
6,322
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315
$231K 0.01%
11,953
316
$227K 0.01%
4,094
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317
$227K 0.01%
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318
$227K 0.01%
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319
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+1,100
320
$223K 0.01%
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321
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3,928
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322
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+1,361
323
$221K 0.01%
4,003
-190
324
$220K 0.01%
3,506
-186
325
$219K 0.01%
8,591