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
601
$63K 0.01%
1,272
-323
602
$62K 0.01%
1,333
603
$62K 0.01%
4,127
-161
604
$62K 0.01%
5,054
+914
605
$62K 0.01%
542
+177
606
$61K 0.01%
3,720
-670
607
$61K 0.01%
4,764
608
$61K 0.01%
2,293
-209
609
$61K 0.01%
1,000
610
$60K 0.01%
+1,154
611
$60K 0.01%
1,470
612
$60K 0.01%
2,044
-26
613
$60K 0.01%
946
614
$60K 0.01%
2,490
-351
615
$59K 0.01%
1,221
+89
616
$59K 0.01%
1,194
617
$59K 0.01%
1,176
-213
618
$58K 0.01%
+3,500
619
$58K 0.01%
5,000
620
$58K 0.01%
2,428
-78
621
$58K 0.01%
750
622
$57K 0.01%
1,400
623
$57K 0.01%
1,879
-12
624
$57K 0.01%
1,800
-29
625
$57K 0.01%
1,103
+500
23 24
25
26 27