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
485
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
326
$323K 0.01%
4,160
-256
327
$322K 0.01%
4,000
328
$322K 0.01%
6,338
329
$322K 0.01%
3,333
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330
$317K 0.01%
2,725
331
$314K 0.01%
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332
$314K 0.01%
6,810
-670
333
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334
$311K 0.01%
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335
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5,388
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336
$303K 0.01%
2,213
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337
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338
$298K 0.01%
545
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339
$297K 0.01%
7,532
+15
340
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1,942
-38
341
$292K 0.01%
1,653
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342
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343
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616
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344
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7,951
345
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2,063
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346
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8,039
347
$282K 0.01%
3,675
-52
348
$282K 0.01%
205
349
$281K 0.01%
4,484
-454
350
$279K 0.01%
5,532
-326
12 13
14
15 16