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
476
$93K 0.01%
5,103
477
$93K 0.01%
2,450
-12,245
478
$92K 0.01%
1,648
+968
479
$91K 0.01%
528
+302
480
$91K 0.01%
1,938
481
$91K 0.01%
1,076
482
$91K 0.01%
2,287
-4,320
483
$91K 0.01%
3,309
+138
484
$90K 0.01%
1,031
485
$89K 0.01%
5,160
+1,500
486
$89K 0.01%
2,845
-290
487
$89K 0.01%
220
+153
488
$88K 0.01%
658
-11
489
$88K 0.01%
2,375
+2,323
490
$87K 0.01%
2,000
491
$86K 0.01%
708
-200
492
$86K 0.01%
787
-25
493
$86K 0.01%
490
-172
494
$85K 0.01%
102
495
$84K 0.01%
1,987
-22
496
$84K 0.01%
+1,061
497
$83K 0.01%
8,064
-3,367
498
$83K 0.01%
1,302
+22
499
$83K 0.01%
1,559
-1,436
500
$83K 0.01%
6,397
-16
18 19
20
21 22