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
$2.46B
AUM Growth
+$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.52M
3
+$4.02M
4
HLI icon
Houlihan Lokey
HLI
+$3.22M
5
NEE icon
NextEra Energy
NEE
+$3.08M

Top Sells

1
+$136M
2
+$6.3M
3
+$5.07M
4
AMAT icon
Applied Materials
AMAT
+$3.97M
5
HD icon
Home Depot
HD
+$3.04M

Sector Composition

1 Industrials 22.21%
2 Technology 13.55%
3 Financials 9.32%
4 Healthcare 7.23%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$135K 0.01%
20,550
402
$120K ﹤0.01%
+10,000
403
$119K ﹤0.01%
2,000
404
$86K ﹤0.01%
11,957
405
$53K ﹤0.01%
200
406
– –
-2,725
407
– –
-2,700
408
– –
-5,399
409
– –
-1,105
410
– –
-6,927
411
– –
-8,591
412
– –
-12,667
413
– –
-2,825
13 14 15 16
17