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
$2.87B
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.55M
3
+$2.86M
4
QCOM icon
Qualcomm
QCOM
+$2.11M
5
NEE icon
NextEra Energy
NEE
+$1.89M

Top Sells

1
+$4.32M
2
+$2.88M
3
+$2.35M
4
MS icon
Morgan Stanley
MS
+$2.21M
5
ORCL icon
Oracle
ORCL
+$2.04M

Sector Composition

1 Technology 19.55%
2 Industrials 15.15%
3 Financials 10.4%
4 Healthcare 6.83%
5 Consumer Discretionary 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$245K 0.01%
890
377
$245K 0.01%
2,182
378
$243K 0.01%
3,375
379
$243K 0.01%
4,295
380
$243K 0.01%
1,021
-375
381
$242K 0.01%
3,800
382
$239K 0.01%
2,921
-234
383
$239K 0.01%
9,475
384
$236K 0.01%
1,260
385
$233K 0.01%
1,042
+242
386
$231K 0.01%
4,515
387
$229K 0.01%
5,406
388
$227K 0.01%
1,486
-121
389
$227K 0.01%
991
-105
390
$224K 0.01%
2,603
-2,463
391
$223K 0.01%
3,000
392
$223K 0.01%
+3,823
393
$222K 0.01%
+3,200
394
$220K 0.01%
+2,041
395
$220K 0.01%
1,400
-100
396
$219K 0.01%
5,661
397
$219K 0.01%
+2,370
398
$216K 0.01%
+852
399
$215K 0.01%
2,760
400
$215K 0.01%
1,602
-60
14 15
16
17 18