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
$2.24B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$4.78M
3
+$4.09M
4
EEFT icon
Euronet Worldwide
EEFT
+$3.9M
5
AMT icon
American Tower
AMT
+$3.88M

Top Sells

1
+$9.46M
2
+$5.89M
3
+$5.7M
4
VLO icon
Valero Energy
VLO
+$5.59M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$68K ﹤0.01%
+200
377
$38K ﹤0.01%
24,141
378
$8K ﹤0.01%
10,926
-190
379
– –
-2,240
380
– –
-96,800
381
– –
-10,392
382
– –
-8,081
383
– –
-82,400
384
– –
-7,960
385
– –
-4,860
386
– –
-31,000
387
– –
-4,901
388
– –
-1,047
389
– –
-1,308
390
– –
-15,000
391
– –
-35,873
392
– –
-6,638
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