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
426
$126K 0.02%
8,600
427
$126K 0.02%
4,234
-7,723
428
$126K 0.02%
2,888
429
$125K 0.02%
4,900
430
$124K 0.02%
1,373
-49
431
$124K 0.02%
1,416
+333
432
$124K 0.02%
1,187
-799
433
$124K 0.02%
4,500
434
$123K 0.02%
683
+491
435
$122K 0.02%
3,243
-100
436
$122K 0.02%
1,592
+1,292
437
$121K 0.02%
2,416
-655
438
$121K 0.02%
1,511
439
$120K 0.02%
2,167
-244
440
$119K 0.02%
3,450
441
$119K 0.02%
1,870
-4
442
$119K 0.02%
2,459
-1,175
443
$118K 0.02%
523
444
$118K 0.02%
1,748
-850
445
$118K 0.02%
1,033
+10
446
$116K 0.02%
945
447
$116K 0.02%
2,096
+40
448
$115K 0.02%
1,800
-145
449
$115K 0.02%
5,663
-1,141
450
$114K 0.01%
3,448
16 17
18
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