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
$2.71B
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.22M
3
+$8.38M
4
PANW icon
Palo Alto Networks
PANW
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$7.33M

Top Sells

1
+$6.77M
2
+$4.37M
3
+$4.29M
4
MCD icon
McDonald's
MCD
+$4.09M
5
NVDA icon
NVIDIA
NVDA
+$3.57M

Sector Composition

1 Technology 18.85%
2 Industrials 16.29%
3 Financials 9.26%
4 Healthcare 8.12%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$229K 0.01%
+6,792
377
$229K 0.01%
9,636
-760
378
$227K 0.01%
3,090
-145
379
$226K 0.01%
1,491
-23,482
380
$223K 0.01%
11,918
-800
381
$223K 0.01%
4,464
382
$222K 0.01%
344
383
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2,275
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384
$222K 0.01%
1,012
385
$222K 0.01%
211
386
$221K 0.01%
3,155
387
$216K 0.01%
+8,541
388
$213K 0.01%
1,800
389
$212K 0.01%
11,204
390
$211K 0.01%
2,182
391
$211K 0.01%
+7,100
392
$210K 0.01%
71
393
$210K 0.01%
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394
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395
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396
$208K 0.01%
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397
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2,744
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398
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3,093
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399
$204K 0.01%
635
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400
$204K 0.01%
2,750
-97
14 15
16
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