FNBT
FineMark National Bank & Trust Portfolio holdings
AUM
$2.94B
This Quarter Return
+11%
1 Year Return
+14.82%
3 Year Return
+59.45%
5 Year Return
+122.03%
10 Year Return
+234.69%
AUM
$2.24B
AUM Growth
+$2.24B
(+8.3%)
Cap. Flow
-$21.5M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
43.87%
Holding
440
New
49
Increased
139
Reduced
140
Closed
16
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$8.47M |
| 2 |
Air Products & Chemicals
APD
|
$7.16M |
| 3 |
Cummins
CMI
|
$4.78M |
| 4 |
Blackstone
BX
|
$4.09M |
| 5 |
Euronet Worldwide
EEFT
|
$3.9M |
Top Sells
| 1 |
Novartis
NVS
|
$9.46M |
| 2 |
Tractor Supply
TSCO
|
$5.89M |
| 3 |
DraftKings
DKNG
|
$5.7M |
| 4 |
Valero Energy
VLO
|
$5.59M |
| 5 |
Apple
AAPL
|
$4.91M |
Sector Composition
| 1 | Industrials | 27.53% |
| 2 | Technology | 13.02% |
| 3 | Financials | 8.09% |
| 4 | Healthcare | 7.35% |
| 5 | Consumer Discretionary | 6.31% |
