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
526
$84K 0.01%
737
-60
527
$83K 0.01%
2,295
-126
528
$83K 0.01%
1,023
+260
529
$82K 0.01%
1,628
530
$82K 0.01%
1,747
+16
531
$81K 0.01%
6,206
532
$81K 0.01%
1,914
+48
533
$81K 0.01%
6,085
534
$80K 0.01%
1,685
535
$80K 0.01%
2,882
+20
536
$79K 0.01%
2,030
537
$78K 0.01%
1,003
+3
538
$78K 0.01%
1,800
+90
539
$78K 0.01%
1,004
-1
540
$78K 0.01%
5,405
-16,333
541
$77K 0.01%
1,640
+9
542
$77K 0.01%
4,309
-35
543
$77K 0.01%
3,500
544
$76K 0.01%
3,176
+3,108
545
$76K 0.01%
1,791
+1,638
546
$76K 0.01%
4,091
547
$76K 0.01%
1,691
548
$75K 0.01%
2,055
549
$75K 0.01%
722
+72
550
$74K 0.01%
5,446
+1,751
20 21
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