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
$741M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,644
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.76M
3
+$2.55M
4
CI icon
Cigna
CI
+$2.29M
5
GIS icon
General Mills
GIS
+$2.08M

Top Sells

1
+$7.98M
2
+$2.76M
3
+$2.18M
4
AMAT icon
Applied Materials
AMAT
+$1.64M
5
EL icon
Estee Lauder
EL
+$1.56M

Sector Composition

1 Healthcare 12.74%
2 Technology 11.46%
3 Financials 11.1%
4 Industrials 10.52%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$37K 0.01%
784
702
$37K 0.01%
782
+754
703
$37K 0.01%
1,080
-4,303
704
$37K 0.01%
706
+65
705
$37K 0.01%
5,906
+48
706
$37K 0.01%
1,236
-678
707
$37K 0.01%
941
-235
708
$36K ﹤0.01%
5,980
+3,502
709
$36K ﹤0.01%
1,735
710
$36K ﹤0.01%
332
-89
711
$36K ﹤0.01%
1,327
-64
712
$36K ﹤0.01%
2,500
713
$36K ﹤0.01%
2,360
+67
714
$36K ﹤0.01%
+514
715
$36K ﹤0.01%
1,091
-260
716
$36K ﹤0.01%
379
+31
717
$36K ﹤0.01%
644
+199
718
$36K ﹤0.01%
542
+126
719
$35K ﹤0.01%
973
+582
720
$35K ﹤0.01%
486
-124
721
$35K ﹤0.01%
644
+101
722
$35K ﹤0.01%
792
723
$35K ﹤0.01%
619
-64
724
$35K ﹤0.01%
1,191
-594
725
$35K ﹤0.01%
820
-452
27 28
29
30 31