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
$2.87B
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.55M
3
+$2.86M
4
QCOM icon
Qualcomm
QCOM
+$2.11M
5
NEE icon
NextEra Energy
NEE
+$1.89M

Top Sells

1
+$4.32M
2
+$2.88M
3
+$2.35M
4
MS icon
Morgan Stanley
MS
+$2.21M
5
ORCL icon
Oracle
ORCL
+$2.04M

Sector Composition

1 Technology 19.55%
2 Industrials 15.15%
3 Financials 10.4%
4 Healthcare 6.83%
5 Consumer Discretionary 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$369K 0.01%
4,322
-2,270
327
$367K 0.01%
644
328
$365K 0.01%
1,609
-72
329
$360K 0.01%
5,525
+804
330
$349K 0.01%
1,220
-127
331
$345K 0.01%
5,990
+856
332
$341K 0.01%
925
333
$337K 0.01%
1,604
334
$336K 0.01%
1,983
335
$331K 0.01%
1,472
+39
336
$329K 0.01%
3,093
337
$327K 0.01%
3,534
338
$321K 0.01%
15,927
339
$319K 0.01%
+2,415
340
$319K 0.01%
1,581
-283
341
$318K 0.01%
1,140
-60
342
$318K 0.01%
+4,903
343
$314K 0.01%
3,240
-5,681
344
$309K 0.01%
+4,096
345
$308K 0.01%
5,854
346
$306K 0.01%
3,640
+136
347
$305K 0.01%
5,181
348
$300K 0.01%
+2,640
349
$300K 0.01%
7,430
350
$297K 0.01%
2,464
12 13
14
15 16