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
$2.24B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$4.78M
3
+$4.09M
4
EEFT icon
Euronet Worldwide
EEFT
+$3.9M
5
AMT icon
American Tower
AMT
+$3.88M

Top Sells

1
+$9.46M
2
+$5.89M
3
+$5.7M
4
VLO icon
Valero Energy
VLO
+$5.59M
5
AAPL icon
Apple
AAPL
+$4.91M

Sector Composition

1 Industrials 27.53%
2 Technology 13.02%
3 Financials 8.09%
4 Healthcare 7.35%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$267K 0.01%
735
-107
327
$267K 0.01%
10,868
-4,288
328
$266K 0.01%
+1,800
329
$264K 0.01%
2,434
330
$261K 0.01%
4,885
-1,203
331
$258K 0.01%
978
-165
332
$257K 0.01%
2,780
-190
333
$257K 0.01%
8,520
+195
334
$255K 0.01%
2,734
+9
335
$254K 0.01%
1,602
+46
336
$254K 0.01%
14,250
337
$252K 0.01%
+8,039
338
$246K 0.01%
238
+11
339
$246K 0.01%
+4,152
340
$245K 0.01%
60
341
$242K 0.01%
2,055
342
$236K 0.01%
3,210
-885
343
$235K 0.01%
12,500
344
$235K 0.01%
206
-4
345
$235K 0.01%
714
346
$231K 0.01%
+2,022
347
$231K 0.01%
+15,000
348
$230K 0.01%
+2,325
349
$230K 0.01%
+558
350
$228K 0.01%
3,896
+55
12 13
14
15 16