FNBT
FineMark National Bank & Trust Portfolio holdings
AUM
$2.94B
1-Year Return
14.82%
This Quarter Return
+1.3%
1 Year Return
+14.82%
3 Year Return
+59.45%
5 Year Return
+122.03%
10 Year Return
+234.69%
AUM
$2.87B
AUM Growth
-$6.47M
(-0.23%)
Cap. Flow
-$3.95M
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
36.35%
Holding
462
New
40
Increased
117
Reduced
187
Closed
24
Top Buys
| 1 |
Marvell Technology
MRVL
|
$11.8M |
| 2 |
CDW
CDW
|
$4.55M |
| 3 |
Invesco QQQ Trust
QQQ
|
$2.86M |
| 4 |
Qualcomm
QCOM
|
$2.11M |
| 5 |
NextEra Energy, Inc.
NEE
|
$1.89M |
Top Sells
| 1 |
GE Vernova
GEV
|
$4.32M |
| 2 |
Blackstone
BX
|
$2.88M |
| 3 |
Houlihan Lokey
HLI
|
$2.35M |
| 4 |
Morgan Stanley
MS
|
$2.21M |
| 5 |
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% |
