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
$2.18B
AUM Growth
-$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$6.08M
3
+$5.77M
4
UPS icon
United Parcel Service
UPS
+$5.26M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$4.75M

Top Sells

1
+$6.3M
2
+$3.25M
3
+$2.67M
4
C icon
Citigroup
C
+$2.51M
5
PYPL icon
PayPal
PYPL
+$2.33M

Sector Composition

1 Industrials 21.86%
2 Technology 13.41%
3 Healthcare 9.31%
4 Financials 6.69%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K ﹤0.01%
14,500
377
$13K ﹤0.01%
+1,563
378
$3K ﹤0.01%
200
379
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380
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381
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-6,880
382
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-723
383
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384
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385
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386
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387
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388
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389
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390
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391
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-5,131
392
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-545
393
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394
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395
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396
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397
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398
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399
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400
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-2,230
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