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
476
$105K 0.01%
1,911
477
$105K 0.01%
1,916
-11
478
$104K 0.01%
1,804
-215
479
$103K 0.01%
472
-101
480
$103K 0.01%
3,766
-519
481
$103K 0.01%
2,910
-200
482
$103K 0.01%
2,602
-1,153
483
$103K 0.01%
18,205
-1,715
484
$103K 0.01%
2,800
-1,500
485
$103K 0.01%
769
+200
486
$102K 0.01%
1,400
487
$102K 0.01%
2,420
+30
488
$100K 0.01%
1,258
+206
489
$100K 0.01%
1,166
-187
490
$100K 0.01%
+1,250
491
$99K 0.01%
4,215
+600
492
$99K 0.01%
2,803
-6
493
$97K 0.01%
703
+29
494
$97K 0.01%
3,494
+20
495
$97K 0.01%
7,666
-112
496
$96K 0.01%
1,533
+106
497
$95K 0.01%
1,205
-452
498
$95K 0.01%
1,916
+666
499
$95K 0.01%
6,165
500
$95K 0.01%
2,049
+260
18 19
20
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