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
$625M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,475
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.44M
3
+$2.39M
4
CERN
Cerner Corp
CERN
+$1.93M
5
DYSL
Dynasil Corporation of America
DYSL
+$1.93M

Top Sells

1
+$1.28M
2
+$1.08M
3
+$1.05M
4
QCOM icon
Qualcomm
QCOM
+$1,000K
5
PAYX icon
Paychex
PAYX
+$749K

Sector Composition

1 Industrials 11.79%
2 Healthcare 11.72%
3 Energy 10.35%
4 Technology 10.08%
5 Financials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$39K 0.01%
1,050
+141
702
$39K 0.01%
+2,184
703
$39K 0.01%
+2,000
704
$39K 0.01%
3,819
+327
705
$39K 0.01%
1,000
706
$39K 0.01%
1,005
+126
707
$38K 0.01%
+2,231
708
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1,200
709
$38K 0.01%
1,303
710
$38K 0.01%
838
-12
711
$38K 0.01%
905
-32
712
$38K 0.01%
1,034
713
$38K 0.01%
974
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$38K 0.01%
850
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715
$37K 0.01%
491
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716
$37K 0.01%
500
717
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+1,125
718
$37K 0.01%
228
719
$37K 0.01%
1,559
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$37K 0.01%
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-685
721
$37K 0.01%
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722
$37K 0.01%
289
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723
$37K 0.01%
369
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724
$37K 0.01%
537
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725
$37K 0.01%
625
+161
27 28
29
30 31