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
$2.5B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$9.18M
3
+$8.41M
4
AMZN icon
Amazon
AMZN
+$6.58M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.22M

Top Sells

1
+$18M
2
+$10.2M
3
+$9.16M
4
BLK icon
Blackrock
BLK
+$8.34M
5
AAPL icon
Apple
AAPL
+$8.1M

Sector Composition

1 Industrials 21.71%
2 Technology 14.41%
3 Healthcare 8.23%
4 Financials 7.77%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.6M 0.46%
104,273
+3,156
52
$11.6M 0.46%
228,067
-7,533
53
$11.4M 0.45%
63,703
+740
54
$10.9M 0.43%
84,797
+1,975
55
$10.8M 0.43%
31,934
+27,210
56
$10.4M 0.41%
41,720
+797
57
$10.4M 0.41%
61,902
-12,998
58
$10.3M 0.41%
175,430
+1,259
59
$10.1M 0.4%
274,300
+54,442
60
$10M 0.4%
76,948
+1,975
61
$9.76M 0.39%
44,019
-28
62
$9.63M 0.38%
86,834
+979
63
$9.58M 0.38%
80,333
+70,575
64
$9.53M 0.38%
+173,521
65
$9.44M 0.37%
60,587
+24,229
66
$9.3M 0.37%
106,440
+7,782
67
$9.13M 0.36%
37,536
-11,035
68
$8.86M 0.35%
58,030
+411
69
$8.84M 0.35%
43,089
-78
70
$8.79M 0.35%
56,441
+1,303
71
$8.61M 0.34%
190,712
-2,475
72
$8.13M 0.32%
166,902
+6,069
73
$8.1M 0.32%
345,845
+20
74
$8.01M 0.32%
32,029
-2,609
75
$7.64M 0.3%
30,569
+7,105
1 2
3
4 5