FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $2.94B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.22M
3
+$8.38M
4
PANW icon
Palo Alto Networks
PANW
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$7.33M

Top Sells

1
+$6.77M
2
+$4.37M
3
+$4.29M
4
MCD icon
McDonald's
MCD
+$4.09M
5
NVDA icon
NVIDIA
NVDA
+$3.57M

Sector Composition

1 Technology 18.85%
2 Industrials 16.29%
3 Financials 9.26%
4 Healthcare 8.12%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15M 0.55%
47,817
+640
52
$14.9M 0.55%
229,595
+2,840
53
$14.6M 0.54%
99,615
-1,315
54
$14.5M 0.54%
106,240
+811
55
$14.4M 0.53%
46,044
+126
56
$14.2M 0.52%
134,894
+1,556
57
$14.2M 0.52%
77,932
-873
58
$14.1M 0.52%
54,807
+2,143
59
$14M 0.52%
67,630
+1,720
60
$14M 0.52%
53,334
+990
61
$13.8M 0.51%
290,826
-10,466
62
$13.6M 0.5%
213,504
+5,756
63
$13M 0.48%
180,254
-1,254
64
$12.9M 0.48%
57,759
+697
65
$12.6M 0.46%
22,726
+468
66
$12.4M 0.46%
83,045
+2,105
67
$12.3M 0.45%
25,661
+1,880
68
$12.2M 0.45%
32,766
+684
69
$12.2M 0.45%
26,015
+320
70
$12.1M 0.45%
96,359
+1,830
71
$12.1M 0.44%
46,484
+667
72
$11.6M 0.43%
45,578
-16,033
73
$11.3M 0.42%
51,382
+1,089
74
$11.1M 0.41%
24,909
+735
75
$11M 0.41%
55,850
+1,274
1 2
3
4 5