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
626
$57K 0.01%
1,063
-1,122
627
$57K 0.01%
462
-4
628
$56K 0.01%
664
-14
629
$56K 0.01%
+1,450
630
$56K 0.01%
330
-244
631
$56K 0.01%
312
-89
632
$56K 0.01%
3,227
633
$55K 0.01%
1,023
-198
634
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+1,000
635
$55K 0.01%
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-27
636
$54K 0.01%
+1,200
637
$53K 0.01%
849
-57
638
$53K 0.01%
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639
$53K 0.01%
1,063
-10
640
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-109
641
$53K 0.01%
3,237
-21
642
$53K 0.01%
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$52K 0.01%
327
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1,108
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645
$52K 0.01%
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$52K 0.01%
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-50
647
$52K 0.01%
1,547
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648
$51K 0.01%
1,077
-56
649
$51K 0.01%
858
-335
650
$51K 0.01%
2,083
24 25
26
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