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
$2.5B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$9.18M
3
+$8.41M
4
AMZN icon
Amazon
AMZN
+$6.58M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.22M

Top Sells

1
+$18M
2
+$10.2M
3
+$9.16M
4
BLK icon
Blackrock
BLK
+$8.34M
5
AAPL icon
Apple
AAPL
+$8.1M

Sector Composition

1 Industrials 21.71%
2 Technology 14.41%
3 Healthcare 8.23%
4 Financials 7.77%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$227K 0.01%
4,951
+82
377
$227K 0.01%
1,089
378
$225K 0.01%
4,964
-205
379
$225K 0.01%
+1,514
380
$224K 0.01%
5,131
-2,137
381
$224K 0.01%
3,908
-2,003
382
$223K 0.01%
50
383
$223K 0.01%
5,340
-328
384
$220K 0.01%
7,689
-490
385
$219K 0.01%
503
+1
386
$216K 0.01%
662
387
$215K 0.01%
10,000
388
$213K 0.01%
+3,050
389
$212K 0.01%
+2,264
390
$211K 0.01%
+1,201
391
$210K 0.01%
11,953
392
$210K 0.01%
4,285
393
$210K 0.01%
4,149
-15
394
$209K 0.01%
+3,192
395
$207K 0.01%
2,662
-400
396
$203K 0.01%
2,950
397
$202K 0.01%
+428
398
$201K 0.01%
1,900
399
$155K 0.01%
22,730
400
$129K 0.01%
10,750
14 15
16
17 18