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
$766M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,524
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4M
3
+$2.05M
4
CSCO icon
Cisco
CSCO
+$2.03M
5
MRK icon
Merck
MRK
+$2.01M

Top Sells

1
+$2.11M
2
+$1.36M
3
+$1.2M
4
WFC icon
Wells Fargo
WFC
+$1.13M
5
CPRI icon
Capri Holdings
CPRI
+$971K

Sector Composition

1 Healthcare 13.1%
2 Technology 11.15%
3 Industrials 10.57%
4 Financials 10.54%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$145K 0.02%
5,850
+5,735
402
$143K 0.02%
2,114
-19
403
$143K 0.02%
4,000
404
$142K 0.02%
1,582
-44
405
$141K 0.02%
412
406
$141K 0.02%
9,166
-1,425
407
$141K 0.02%
5,084
+35
408
$139K 0.02%
1,060
-19
409
$138K 0.02%
5,727
-1,368
410
$137K 0.02%
2,082
-585
411
$135K 0.02%
3,629
+69
412
$134K 0.02%
1,089
-811
413
$133K 0.02%
2,450
414
$132K 0.02%
4,000
+1,272
415
$132K 0.02%
131
+75
416
$131K 0.02%
4,438
+5
417
$130K 0.02%
1,162
+54
418
$130K 0.02%
1,752
419
$129K 0.02%
1,278
-163
420
$128K 0.02%
4,658
+224
421
$128K 0.02%
4,595
-148
422
$128K 0.02%
741
-271
423
$127K 0.02%
10,379
-12,246
424
$127K 0.02%
1,993
-236
425
$127K 0.02%
2,922
+12
15 16
17
18 19