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
401
$202K 0.01%
4,582
402
$202K 0.01%
+3,811
403
$202K 0.01%
20,488
+4,000
404
$202K 0.01%
+5,661
405
$201K 0.01%
+805
406
$201K 0.01%
428
-388
407
$166K 0.01%
11,953
408
$143K 0.01%
12,396
+206
409
$140K 0.01%
10,000
410
$85.4K ﹤0.01%
12,500
411
$39.9K ﹤0.01%
12,454
412
$33.4K ﹤0.01%
12,454
413
$3.51K ﹤0.01%
33,662
414
$1.39K ﹤0.01%
10,000
415
– –
-983
416
– –
-2,586
417
– –
-1,836
418
– –
-8,714
419
– –
-1,135
420
– –
-3,893
421
– –
-4,570
422
– –
-1,678
423
– –
-4,140
424
– –
-485
425
– –
-4,777
14 15 16
17
18