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
$2.69B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.73M
3
+$3.6M
4
CNI icon
Canadian National Railway
CNI
+$2.87M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.84M

Top Sells

1
+$10.5M
2
+$6.62M
3
+$5.5M
4
NVST icon
Envista
NVST
+$5.01M
5
CAT icon
Caterpillar
CAT
+$3.5M

Sector Composition

1 Industrials 17.27%
2 Technology 16.68%
3 Financials 9.61%
4 Healthcare 8.02%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$240K 0.01%
+3,146
377
$240K 0.01%
+432
378
$237K 0.01%
684
-85
379
$237K 0.01%
+1,135
380
$234K 0.01%
3,155
-159
381
$229K 0.01%
9,475
382
$228K 0.01%
1,765
-129
383
$228K 0.01%
187
384
$228K 0.01%
11,204
385
$228K 0.01%
1,012
386
$227K 0.01%
+5,180
387
$225K 0.01%
+4,570
388
$224K 0.01%
1,839
-210
389
$224K 0.01%
+71
390
$224K 0.01%
+1,800
391
$221K 0.01%
1,366
392
$215K 0.01%
4,874
-213
393
$213K 0.01%
+2,291
394
$213K 0.01%
+2,910
395
$210K 0.01%
+8,714
396
$209K 0.01%
+2,708
397
$208K 0.01%
12,718
-398
398
$206K 0.01%
873
-1
399
$205K 0.01%
+2,764
400
$205K 0.01%
+4,777
14 15
16
17 18