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
$2.5B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$9.18M
3
+$8.41M
4
AMZN icon
Amazon
AMZN
+$6.58M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.22M

Top Sells

1
+$18M
2
+$10.2M
3
+$9.16M
4
BLK icon
Blackrock
BLK
+$8.34M
5
AAPL icon
Apple
AAPL
+$8.1M

Sector Composition

1 Industrials 21.71%
2 Technology 14.41%
3 Healthcare 8.23%
4 Financials 7.77%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.6M 0.73%
345,725
+43,210
27
$18.1M 0.72%
102,202
+1,751
28
$17.6M 0.7%
339,886
-87,760
29
$17M 0.67%
253,123
+8,973
30
$16.9M 0.67%
230,260
-20,758
31
$16.6M 0.66%
74,706
+1,122
32
$16.6M 0.66%
33,836
-150
33
$16.6M 0.66%
67,114
+1,056
34
$16.2M 0.64%
144,656
+38,404
35
$16.2M 0.64%
122,550
+547
36
$15M 0.59%
67,617
+16,010
37
$14.2M 0.56%
40,150
-512
38
$14.1M 0.56%
232,621
-813
39
$14M 0.55%
281,103
+7,602
40
$13.5M 0.53%
102,378
+36,112
41
$13.3M 0.52%
161,693
-2,139
42
$13M 0.52%
210,267
+2,855
43
$12.9M 0.51%
93,040
-4,420
44
$12.9M 0.51%
29,294
-10,641
45
$12.9M 0.51%
93,709
-1,435
46
$12.8M 0.5%
73,136
+1,796
47
$12.1M 0.48%
70,164
+1,496
48
$12M 0.47%
78,286
+208
49
$11.9M 0.47%
78,493
-20,432
50
$11.7M 0.46%
48,444
+11,614
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