FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$19.9M
2
+$5.32M
3
+$4.23M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$3.6M
2
+$2.84M
3
+$1.67M
4
GE icon
GE Aerospace
GE
+$1.52M
5
MRK icon
Merck
MRK
+$1.47M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$66K 0.01%
2,316
+26
552
$65K 0.01%
1,142
+15
553
$65K 0.01%
1,407
554
$65K 0.01%
+2,400
555
$65K 0.01%
1,616
+116
556
$64K 0.01%
3,329
+1,931
557
$64K 0.01%
56
558
$63K 0.01%
36,640
+16,040
559
$63K 0.01%
1,617
560
$63K 0.01%
932
561
$62K 0.01%
937
+97
562
$62K 0.01%
507
-363
563
$62K 0.01%
807
564
$62K 0.01%
1,570
+1,465
565
$61K 0.01%
1,401
-900
566
$61K 0.01%
5,083
-182
567
$60K 0.01%
1,355
-500
568
$60K 0.01%
+1,776
569
$59K 0.01%
2,235
-2,151
570
$58K 0.01%
1,500
-50
571
$58K 0.01%
+4,000
572
$57K 0.01%
1,447
+17
573
$57K 0.01%
4,626
574
$57K 0.01%
1,020
-530
575
$57K 0.01%
900
-1,601
21 22
23
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