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
$2.71B
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.22M
3
+$8.38M
4
PANW icon
Palo Alto Networks
PANW
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$7.33M

Top Sells

1
+$6.77M
2
+$4.37M
3
+$4.29M
4
MCD icon
McDonald's
MCD
+$4.09M
5
NVDA icon
NVIDIA
NVDA
+$3.57M

Sector Composition

1 Technology 18.85%
2 Industrials 16.29%
3 Financials 9.26%
4 Healthcare 8.12%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$354K 0.01%
10,707
-38
327
$353K 0.01%
+15,822
328
$351K 0.01%
1,196
329
$350K 0.01%
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330
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11,501
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331
$335K 0.01%
4,882
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332
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+5,705
333
$327K 0.01%
5,854
334
$324K 0.01%
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335
$317K 0.01%
8,880
336
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337
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338
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339
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2,275
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340
$301K 0.01%
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341
$299K 0.01%
530
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342
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343
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344
$294K 0.01%
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345
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8,133
+1,360
346
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347
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2,250
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348
$289K 0.01%
176
-1
349
$289K 0.01%
7,519
350
$286K 0.01%
1,181
-25
12 13
14
15 16