FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
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
+$4.59M
2
+$4M
3
+$2.34M
4
CSCO icon
Cisco
CSCO
+$2.12M
5
MRK icon
Merck
MRK
+$2.07M

Top Sells

1
+$2.29M
2
+$1.56M
3
+$1.31M
4
CPRI icon
Capri Holdings
CPRI
+$1.31M
5
WFC icon
Wells Fargo
WFC
+$1.12M

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
676
$46K 0.01%
+1,824
677
$46K 0.01%
845
678
$46K 0.01%
1,725
679
$45K 0.01%
2,514
680
$45K 0.01%
+2,000
681
$45K 0.01%
698
-188
682
$45K 0.01%
623
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683
$45K 0.01%
800
684
$45K 0.01%
1,726
-17
685
$44K 0.01%
1,325
+210
686
$44K 0.01%
900
687
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+435
688
$44K 0.01%
387
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$43K 0.01%
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690
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500
691
$43K 0.01%
895
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$42K 0.01%
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693
$42K 0.01%
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$42K 0.01%
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695
$42K 0.01%
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$41K 0.01%
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697
$41K 0.01%
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$41K 0.01%
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699
$41K 0.01%
714
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700
$41K 0.01%
654
+24
26 27
28
29 30