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
651
$51K 0.01%
433
-15
652
$51K 0.01%
1,650
653
$51K 0.01%
+1,915
654
$51K 0.01%
896
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$50K 0.01%
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656
$50K 0.01%
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$50K 0.01%
211
658
$50K 0.01%
437
659
$50K 0.01%
1,116
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660
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661
$49K 0.01%
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662
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664
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665
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4,500
667
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672
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673
$47K 0.01%
578
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$47K 0.01%
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675
$47K 0.01%
600
25 26
27
28 29