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
351
$296K 0.01%
3,848
352
$295K 0.01%
567
-163
353
$294K 0.01%
7,241
354
$293K 0.01%
+4,840
355
$291K 0.01%
6,864
-98
356
$291K 0.01%
2,464
-52
357
$289K 0.01%
986
+39
358
$283K 0.01%
+12,941
359
$280K 0.01%
5,180
360
$277K 0.01%
2,228
-22
361
$272K 0.01%
2,318
+43
362
$270K 0.01%
10,816
-1,000
363
$266K 0.01%
83
364
$265K 0.01%
1,396
-100
365
$264K 0.01%
9,045
+200
366
$264K 0.01%
2,259
-427
367
$263K 0.01%
10,130
368
$259K 0.01%
1,800
369
$258K 0.01%
3,301
+491
370
$257K 0.01%
25,936
-3,933
371
$255K 0.01%
+429
372
$253K 0.01%
2,241
-105
373
$253K 0.01%
3,090
374
$249K 0.01%
1,783
-2,400
375
$247K 0.01%
350
13 14
15
16 17