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
551
$74K 0.01%
442
-50
552
$73K 0.01%
5,120
553
$73K 0.01%
2,121
+2,010
554
$73K 0.01%
3,750
555
$73K 0.01%
1,038
-12
556
$73K 0.01%
4,665
+65
557
$72K 0.01%
7,500
558
$72K 0.01%
1,738
-6
559
$72K 0.01%
4,390
-1,025
560
$71K 0.01%
1,177
+134
561
$71K 0.01%
1,241
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562
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3,138
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563
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407
-56
564
$71K 0.01%
53
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565
$70K 0.01%
636
-291
566
$70K 0.01%
1,235
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567
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568
$70K 0.01%
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569
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1,870
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570
$68K 0.01%
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571
$68K 0.01%
440
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572
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4,000
573
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1,058
-9
574
$68K 0.01%
1,131
-337
575
$67K 0.01%
736
-13
21 22
23
24 25