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
701
$41K 0.01%
1,950
702
$41K 0.01%
2,506
+249
703
$41K 0.01%
1,244
-112
704
$41K 0.01%
348
-13
705
$40K 0.01%
1,665
706
$40K 0.01%
1,391
-64
707
$40K 0.01%
461
-8
708
$40K 0.01%
433
-83
709
$40K 0.01%
745
710
$40K 0.01%
957
711
$40K 0.01%
445
-112
712
$39K 0.01%
2,630
-178
713
$39K 0.01%
632
+107
714
$39K 0.01%
4,200
+4,060
715
$39K 0.01%
914
+404
716
$39K 0.01%
384
-8
717
$39K 0.01%
53
-1
718
$39K 0.01%
2,500
+500
719
$39K 0.01%
2,000
-1,000
720
$39K 0.01%
5,858
-185
721
$38K 0.01%
1,308
722
$38K 0.01%
2,585
723
$38K 0.01%
572
724
$38K 0.01%
410
725
$38K 0.01%
528
-23
27 28
29
30 31