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
$2B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1 +$5.7M
2 +$5.28M
3 +$4.79M
4
BP icon
BP
BP
+$4.07M
5
QCOM icon
Qualcomm
QCOM
+$3.46M

Top Sells

1 +$6.61M
2 +$6.21M
3 +$4.06M
4
HPQ icon
HP
HPQ
+$3.67M
5
NFLX icon
Netflix
NFLX
+$3.37M

Sector Composition

1 Industrials 23.52%
2 Technology 10.89%
3 Financials 8.19%
4 Healthcare 7.65%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$9.75M 0.49%
104,013
+1,952
52
$9.67M 0.48%
175,577
+640
53
$9.65M 0.48%
65,449
-3,694
54
$9.58M 0.48%
213,463
-3,049
55
$9.43M 0.47%
298,500
+16,570
56
$9.29M 0.46%
30,764
+1,211
57
$9.28M 0.46%
132,913
-58,248
58
$9.2M 0.46%
100,816
+34
59
$9M 0.45%
39,749
-152
60
$8.96M 0.45%
163,626
-5,306
61
$8.47M 0.42%
140,612
+1,081
62
$8.43M 0.42%
44,885
+79
63
$8.15M 0.41%
127,038
+12,430
64
$8.03M 0.4%
95,706
-133
65
$7.99M 0.4%
133,999
+2,745
66
$6.92M 0.35%
78,737
-1,501
67
$6.82M 0.34%
168,029
+56,702
68
$6.79M 0.34%
71,890
-538
69
$6.35M 0.32%
117,980
+19,012
70
$6.31M 0.32%
297,898
+32,526
71
$6.25M 0.31%
334,390
+305,040
72
$6.22M 0.31%
104,744
+1,766
73
$6.17M 0.31%
76,602
+652
74
$6.01M 0.3%
296,349
+14,525
75
$5.99M 0.3%
30,411
+6,312