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
301
$369K 0.01%
2,120
302
$365K 0.01%
1,685
+37
303
$363K 0.01%
1,963
-30
304
$362K 0.01%
29,808
305
$362K 0.01%
8,880
306
$362K 0.01%
1,921
+49
307
$361K 0.01%
13,500
308
$359K 0.01%
1,459
+10
309
$359K 0.01%
1,484
-89
310
$357K 0.01%
1,004
+13
311
$351K 0.01%
2,116
-226
312
$351K 0.01%
238
313
$350K 0.01%
1,083
-9
314
$348K 0.01%
5,302
+112
315
$347K 0.01%
5,879
316
$347K 0.01%
1,631
+8
317
$345K 0.01%
6,961
+140
318
$341K 0.01%
5,722
-1,348
319
$329K 0.01%
3,910
-1,030
320
$329K 0.01%
4,810
+20
321
$329K 0.01%
5,928
+214
322
$328K 0.01%
1,617
+83
323
$327K 0.01%
6,869
-2,575
324
$327K 0.01%
2,595
325
$323K 0.01%
4,160
-256
11 12
13
14 15