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
$2.36B
AUM Growth
-$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.47M
3
+$6.6M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$3.87M
5
PYPL icon
PayPal
PYPL
+$3.84M

Top Sells

1
+$8.23M
2
+$7.4M
3
+$6.66M
4
AAPL icon
Apple
AAPL
+$4.49M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.72M

Sector Composition

1 Industrials 20.75%
2 Technology 14.22%
3 Financials 9.64%
4 Healthcare 7.93%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$282K 0.01%
205
352
$282K 0.01%
633
-27
353
$279K 0.01%
4,770
354
$277K 0.01%
1,638
355
$277K 0.01%
187
356
$275K 0.01%
3,727
357
$271K 0.01%
4,938
-142
358
$269K 0.01%
14,250
359
$265K 0.01%
5,434
360
$259K 0.01%
4,869
-467
361
$255K 0.01%
2,027
362
$255K 0.01%
5,342
-2,186
363
$254K 0.01%
+4,116
364
$254K 0.01%
1,306
-18
365
$250K 0.01%
1,968
+30
366
$245K 0.01%
2,850
+40
367
$245K 0.01%
1,398
+162
368
$245K 0.01%
4,051
+500
369
$244K 0.01%
932
-40
370
$240K 0.01%
50
-10
371
$234K 0.01%
10,000
372
$228K 0.01%
2,000
-128
373
$228K 0.01%
4,090
374
$228K 0.01%
2,270
375
$225K 0.01%
+5,577
13 14
15
16 17