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
485
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
$230K 0.01%
723
-1
377
$227K 0.01%
4,951
+82
378
$227K 0.01%
1,089
379
$225K 0.01%
4,964
-205
380
$225K 0.01%
+1,514
381
$224K 0.01%
5,131
-2,137
382
$224K 0.01%
3,908
-2,003
383
$223K 0.01%
50
384
$223K 0.01%
5,340
-328
385
$220K 0.01%
7,689
-490
386
$219K 0.01%
503
+1
387
$216K 0.01%
662
388
$215K 0.01%
10,000
389
$213K 0.01%
+3,050
390
$212K 0.01%
+2,264
391
$211K 0.01%
+1,201
392
$210K 0.01%
11,953
393
$210K 0.01%
4,285
394
$210K 0.01%
4,149
-15
395
$209K 0.01%
+3,192
396
$207K 0.01%
2,662
-400
397
$203K 0.01%
2,950
398
$202K 0.01%
+428
399
$201K 0.01%
1,900
400
$155K 0.01%
22,730
14 15
16
17 18