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
26
$6.61M 0.86%
141,743
+6,231
27
$6.39M 0.83%
54,576
+2,367
28
$6.35M 0.83%
117,572
+1,590
29
$6.17M 0.81%
17,849
+1,215
30
$6.13M 0.8%
32,967
+1,410
31
$5.93M 0.77%
151,138
+2,613
32
$5.81M 0.76%
60,270
+5,890
33
$5.61M 0.73%
81,242
+6,791
34
$5.58M 0.73%
185,524
+8,254
35
$5.55M 0.73%
207,078
+657
36
$5.54M 0.72%
48,549
+4,335
37
$5.33M 0.7%
86,817
+2,054
38
$5.25M 0.69%
53,491
+3,346
39
$5.18M 0.68%
55,640
-3,469
40
$5.13M 0.67%
66,137
-1,147
41
$5.08M 0.66%
74,924
+6,776
42
$5.06M 0.66%
74,986
+10,848
43
$5.04M 0.66%
118,420
+9,424
44
$4.99M 0.65%
86,758
+6,855
45
$4.93M 0.64%
328,455
+26,772
46
$4.92M 0.64%
61,369
+23,969
47
$4.91M 0.64%
42,352
+252
48
$4.91M 0.64%
60,916
+4,368
49
$4.78M 0.62%
77,377
+6,718
50
$4.72M 0.62%
63,649
+4,412