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
$741M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,644
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.76M
3
+$2.55M
4
CI icon
Cigna
CI
+$2.29M
5
GIS icon
General Mills
GIS
+$2.08M

Top Sells

1
+$7.98M
2
+$2.76M
3
+$2.18M
4
AMAT icon
Applied Materials
AMAT
+$1.64M
5
EL icon
Estee Lauder
EL
+$1.56M

Sector Composition

1 Healthcare 12.74%
2 Technology 11.46%
3 Financials 11.1%
4 Industrials 10.52%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$65K 0.01%
1,743
-1,908
552
$65K 0.01%
977
-27
553
$64K 0.01%
2,260
-35
554
$64K 0.01%
5,000
555
$64K 0.01%
1,128
-113
556
$64K 0.01%
1,444
+456
557
$64K 0.01%
+5,920
558
$64K 0.01%
4,091
559
$64K 0.01%
1,991
+75
560
$64K 0.01%
1,963
561
$64K 0.01%
+3,070
562
$63K 0.01%
1,617
-90
563
$63K 0.01%
1,627
-120
564
$62K 0.01%
700
-36
565
$62K 0.01%
1,209
+132
566
$62K 0.01%
1,851
+1,744
567
$62K 0.01%
4,665
568
$61K 0.01%
970
+389
569
$61K 0.01%
4,764
570
$61K 0.01%
+1,320
571
$60K 0.01%
4,626
572
$60K 0.01%
5,120
573
$60K 0.01%
2,055
574
$60K 0.01%
2,000
575
$60K 0.01%
4,873
-181
21 22
23
24 25