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
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
24 25