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
626
$46K ﹤0.01%
900
-100
627
$46K ﹤0.01%
588
-92
628
$46K ﹤0.01%
562
629
$46K ﹤0.01%
47
+5
630
$46K ﹤0.01%
2,276
+841
631
$46K ﹤0.01%
1,326
632
$46K ﹤0.01%
7,000
633
$45K ﹤0.01%
200
634
$45K ﹤0.01%
840
635
$45K ﹤0.01%
1,272
-1,432
636
$44K ﹤0.01%
1,173
+142
637
$44K ﹤0.01%
1,000
638
$44K ﹤0.01%
1,109
+11
639
$44K ﹤0.01%
800
640
$44K ﹤0.01%
1,028
+29
641
$44K ﹤0.01%
715
+250
642
$43K ﹤0.01%
10,000
643
$43K ﹤0.01%
895
-545
644
$42K ﹤0.01%
420
+14
645
$42K ﹤0.01%
820
646
$42K ﹤0.01%
1,125
-536
647
$42K ﹤0.01%
+3,000
648
$42K ﹤0.01%
1,514
-296
649
$41K ﹤0.01%
278
-36
650
$41K ﹤0.01%
595
24 25
26
27 28