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
451
$114K 0.01%
4,648
+40
452
$114K 0.01%
2,480
+300
453
$114K 0.01%
7,500
454
$113K 0.01%
3,553
455
$113K 0.01%
+1,335
456
$113K 0.01%
2,860
-1,377
457
$113K 0.01%
3,396
-90
458
$113K 0.01%
2,932
459
$113K 0.01%
4,529
460
$112K 0.01%
2,160
-16
461
$112K 0.01%
6,225
-1,320
462
$111K 0.01%
1,321
463
$111K 0.01%
3,330
-289
464
$111K 0.01%
2,591
+116
465
$110K 0.01%
5,152
-48
466
$109K 0.01%
1,045
467
$109K 0.01%
2,612
-23,280
468
$109K 0.01%
849
-2
469
$109K 0.01%
+3,562
470
$109K 0.01%
3,683
+20
471
$108K 0.01%
938
-165
472
$108K 0.01%
2,000
473
$106K 0.01%
10,052
-632
474
$106K 0.01%
822
-69
475
$106K 0.01%
1,135
-275
17 18
19
20 21