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
$766M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,524
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4M
3
+$2.05M
4
CSCO icon
Cisco
CSCO
+$2.03M
5
MRK icon
Merck
MRK
+$2.01M

Top Sells

1
+$2.11M
2
+$1.36M
3
+$1.2M
4
WFC icon
Wells Fargo
WFC
+$1.13M
5
CPRI icon
Capri Holdings
CPRI
+$971K

Sector Composition

1 Healthcare 13.1%
2 Technology 11.15%
3 Industrials 10.57%
4 Financials 10.54%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$162K 0.02%
203
+43
377
$161K 0.02%
1,660
+50
378
$160K 0.02%
+5,200
379
$160K 0.02%
1,125
-105
380
$159K 0.02%
8,961
381
$159K 0.02%
6,254
-1,786
382
$158K 0.02%
9,637
-985
383
$157K 0.02%
7,417
384
$157K 0.02%
2,125
-202
385
$155K 0.02%
3,021
386
$153K 0.02%
1,861
+375
387
$153K 0.02%
2,339
-1,067
388
$151K 0.02%
297
-64
389
$151K 0.02%
2,000
390
$150K 0.02%
2,412
+59
391
$149K 0.02%
3,239
-163
392
$149K 0.02%
127
393
$149K 0.02%
8,000
394
$148K 0.02%
1,668
-50
395
$148K 0.02%
2,147
396
$148K 0.02%
2,843
-10
397
$147K 0.02%
6,000
398
$147K 0.02%
5,020
+160
399
$147K 0.02%
1,140
-16
400
$146K 0.02%
2,055
-325
14 15
16
17 18