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
501
$94K 0.01%
7,030
+1,190
502
$94K 0.01%
5,167
-560
503
$94K 0.01%
1,936
-36
504
$93K 0.01%
2,200
505
$92K 0.01%
8,431
506
$92K 0.01%
1,545
+179
507
$92K 0.01%
2,803
-4
508
$91K 0.01%
1,824
-189
509
$91K 0.01%
892
-872
510
$91K 0.01%
8,687
511
$91K 0.01%
8,494
512
$91K 0.01%
728
513
$90K 0.01%
2,419
-142
514
$90K 0.01%
1,343
-220
515
$90K 0.01%
3,759
+109
516
$90K 0.01%
6,828
517
$89K 0.01%
2,815
518
$89K 0.01%
5,455
+55
519
$87K 0.01%
373
-72
520
$87K 0.01%
1,466
521
$86K 0.01%
2,716
+2,548
522
$86K 0.01%
4,619
-2,454
523
$86K 0.01%
3,050
524
$86K 0.01%
5,150
525
$85K 0.01%
1,616
19 20
21
22 23