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
486
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
351
$272K 0.01%
407
352
$272K 0.01%
2,000
353
$272K 0.01%
+4,796
354
$267K 0.01%
2,249
-385
355
$266K 0.01%
2,027
356
$266K 0.01%
1,735
357
$263K 0.01%
4,830
358
$262K 0.01%
4,870
+340
359
$262K 0.01%
2,297
-1
360
$261K 0.01%
12,509
361
$259K 0.01%
1,916
+147
362
$257K 0.01%
4,461
-3,810
363
$249K 0.01%
3,680
-510
364
$248K 0.01%
187
365
$242K 0.01%
5,434
366
$239K 0.01%
6,880
367
$238K 0.01%
4,010
368
$238K 0.01%
2,472
369
$238K 0.01%
2,644
+28
370
$237K 0.01%
5,833
371
$237K 0.01%
8,997
-96
372
$235K 0.01%
+4,482
373
$232K 0.01%
+2,230
374
$231K 0.01%
10,000
375
$230K 0.01%
723
-1
13 14
15
16 17