FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1 +$8.34M
2 +$4.99M
3 +$2.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.9M
5
DKS icon
Dick's Sporting Goods
DKS
+$1.79M

Top Sells

1 +$5.15M
2 +$4.42M
3 +$3.88M
4
AAPL icon
Apple
AAPL
+$3.59M
5
MCD icon
McDonald's
MCD
+$2.2M

Sector Composition

1 Industrials 20.58%
2 Technology 16.07%
3 Healthcare 8.14%
4 Financials 7.82%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$249K 0.01%
7,017
+264
352
$247K 0.01%
1,396
-352
353
$245K 0.01%
5,614
354
$245K 0.01%
1,725
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355
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21,628
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356
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357
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358
$242K 0.01%
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359
$240K 0.01%
1,366
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360
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361
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362
$237K 0.01%
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363
$237K 0.01%
6,500
364
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365
$233K 0.01%
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366
$232K 0.01%
4,146
-16
367
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368
$226K 0.01%
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369
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370
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371
$219K 0.01%
2,769
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372
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373
$218K 0.01%
1,944
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374
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11,204
-164
375
$216K 0.01%
5,813
-401