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
$2.46B
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.52M
3
+$4.02M
4
HLI icon
Houlihan Lokey
HLI
+$3.22M
5
NEE icon
NextEra Energy
NEE
+$3.08M

Top Sells

1
+$136M
2
+$6.3M
3
+$5.07M
4
AMAT icon
Applied Materials
AMAT
+$3.97M
5
HD icon
Home Depot
HD
+$3.04M

Sector Composition

1 Industrials 22.21%
2 Technology 13.55%
3 Financials 9.32%
4 Healthcare 7.23%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$237K 0.01%
3,759
-1,916
377
$236K 0.01%
10,000
378
$234K 0.01%
5,921
-2,929
379
$233K 0.01%
4,000
380
$233K 0.01%
2,810
+60
381
$233K 0.01%
640
382
$230K 0.01%
4,090
383
$229K 0.01%
+9,093
384
$227K 0.01%
+4,770
385
$224K 0.01%
1,687
-294
386
$224K 0.01%
558
387
$223K 0.01%
+400
388
$219K 0.01%
1,690
389
$219K 0.01%
1,089
390
$214K 0.01%
4,951
-913
391
$212K 0.01%
3,495
392
$211K 0.01%
22,730
393
$210K 0.01%
2,325
394
$206K 0.01%
10,000
395
$203K 0.01%
440
-1,948
396
$202K 0.01%
+2,270
397
$202K 0.01%
+5,878
398
$196K 0.01%
11,953
399
$172K 0.01%
11,535
400
$149K 0.01%
+10,750
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16
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