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
$2.24B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1 +$7.16M
2 +$4.78M
3 +$4.09M
4
EEFT icon
Euronet Worldwide
EEFT
+$3.9M
5
AMT icon
American Tower
AMT
+$3.88M

Top Sells

1 +$9.46M
2 +$5.89M
3 +$5.7M
4
VLO icon
Valero Energy
VLO
+$5.59M
5
AAPL icon
Apple
AAPL
+$4.91M

Sector Composition

1 Industrials 27.53%
2 Technology 13.02%
3 Financials 8.09%
4 Healthcare 7.35%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$9.51M 0.42%
43,457
+665
52
$9.41M 0.42%
102,862
+5,065
53
$9.41M 0.42%
40,933
-1,016
54
$9.28M 0.42%
101,397
-2,648
55
$9.21M 0.41%
63,527
+26,921
56
$9.15M 0.41%
307,653
-800
57
$9M 0.4%
80,871
+31,719
58
$8.4M 0.38%
122,630
-4,233
59
$8.34M 0.37%
77,933
-3,452
60
$8.34M 0.37%
95,120
+2,300
61
$8.09M 0.36%
199,806
-137
62
$8.08M 0.36%
29,575
+26,219
63
$7.99M 0.36%
56,508
+31
64
$7.98M 0.36%
60,530
-775
65
$7.58M 0.34%
122,185
-4,472
66
$7.29M 0.33%
38,553
-569
67
$6.82M 0.31%
148,450
+27,640
68
$6.79M 0.3%
131,440
-10,612
69
$6.75M 0.3%
140,300
-22,734
70
$6.48M 0.29%
39,473
+111
71
$6.45M 0.29%
180,820
-1,789
72
$6.38M 0.29%
77,025
+79
73
$6.37M 0.28%
181,250
-12,249
74
$6.32M 0.28%
68,721
-1,984
75
$6.09M 0.27%
55,671
+1,508