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
$936M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,498
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.23M
3
+$3.83M
4
FTV icon
Fortive
FTV
+$3.06M
5
DD icon
DuPont de Nemours
DD
+$2.99M

Top Sells

1
+$3.3M
2
+$2.9M
3
+$1.62M
4
MRK icon
Merck
MRK
+$1.47M
5
GE icon
GE Aerospace
GE
+$1.45M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$113K 0.01%
10,250
427
$113K 0.01%
1,235
-43
428
$112K 0.01%
420
-4
429
$112K 0.01%
8,901
-5,729
430
$112K 0.01%
+40,180
431
$111K 0.01%
1,197
+10
432
$111K 0.01%
1,546
+124
433
$110K 0.01%
1,700
+400
434
$110K 0.01%
+2,100
435
$109K 0.01%
597
436
$109K 0.01%
7,027
+168
437
$109K 0.01%
610
+300
438
$109K 0.01%
2,780
439
$109K 0.01%
2,522
-121
440
$107K 0.01%
4,124
-63
441
$107K 0.01%
10,028
442
$107K 0.01%
1,864
+1,200
443
$106K 0.01%
+7,882
444
$106K 0.01%
1,660
+53
445
$106K 0.01%
1,768
-220
446
$106K 0.01%
3,758
447
$105K 0.01%
2,029
-810
448
$104K 0.01%
2,575
-46
449
$104K 0.01%
1,670
-83
450
$104K 0.01%
6,828
16 17
18
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