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
576
$67K 0.01%
2,063
577
$67K 0.01%
102
578
$66K 0.01%
4,557
-1,079
579
$66K 0.01%
4,626
+326
580
$65K 0.01%
1,249
-44
581
$65K 0.01%
4,500
582
$65K 0.01%
1,963
583
$64K 0.01%
1,000
584
$64K 0.01%
1,707
-28
585
$64K 0.01%
1,030
586
$64K 0.01%
2,800
587
$64K 0.01%
2,100
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588
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2,000
589
$64K 0.01%
700
590
$64K 0.01%
932
-100
591
$64K 0.01%
1,182
592
$64K 0.01%
507
593
$63K 0.01%
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-331
594
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595
$63K 0.01%
939
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596
$63K 0.01%
1,407
597
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+1,515
598
$63K 0.01%
907
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599
$63K 0.01%
1,346
-12
600
$63K 0.01%
1,608
+128
22 23
24
25 26