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
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
+127
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
$44K 0.01%
+435
688
$44K 0.01%
387
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689
$43K 0.01%
255
690
$43K 0.01%
500
691
$43K 0.01%
895
+302
692
$42K 0.01%
1,200
693
$42K 0.01%
+1,785
694
$42K 0.01%
2,217
-824
695
$42K 0.01%
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696
$41K 0.01%
1,014
697
$41K 0.01%
1,046
+178
698
$41K 0.01%
988
-31
699
$41K 0.01%
714
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700
$41K 0.01%
654
+24
26 27
28
29 30