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
501
$83K 0.01%
4,232
+2,618
502
$82K 0.01%
3,108
+104
503
$82K 0.01%
3,917
504
$82K 0.01%
1,852
+365
505
$81K 0.01%
3,226
-208
506
$81K 0.01%
4,000
507
$81K 0.01%
5,648
+19
508
$81K 0.01%
6,160
+5,160
509
$81K 0.01%
3,500
+430
510
$80K 0.01%
1,372
-21
511
$80K 0.01%
4,770
+690
512
$80K 0.01%
3,122
-49
513
$79K 0.01%
4,000
514
$79K 0.01%
1,744
+899
515
$78K 0.01%
3,050
516
$78K 0.01%
1,074
-373
517
$78K 0.01%
14,492
+5,000
518
$78K 0.01%
+4,735
519
$77K 0.01%
1,170
-26
520
$77K 0.01%
+2,000
521
$77K 0.01%
1,679
522
$76K 0.01%
977
-482
523
$75K 0.01%
2,382
-417
524
$75K 0.01%
1,225
525
$75K 0.01%
500
19 20
21
22 23