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
$766M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,524
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4M
3
+$2.05M
4
CSCO icon
Cisco
CSCO
+$2.03M
5
MRK icon
Merck
MRK
+$2.01M

Top Sells

1
+$2.11M
2
+$1.36M
3
+$1.2M
4
WFC icon
Wells Fargo
WFC
+$1.13M
5
CPRI icon
Capri Holdings
CPRI
+$971K

Sector Composition

1 Healthcare 13.1%
2 Technology 11.15%
3 Industrials 10.57%
4 Financials 10.54%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$38K 0.01%
1,034
727
$38K 0.01%
1,000
728
$38K 0.01%
217
729
$38K 0.01%
5,000
730
$38K 0.01%
772
-12
731
$37K ﹤0.01%
166
-258
732
$37K ﹤0.01%
717
733
$37K ﹤0.01%
668
-89
734
$37K ﹤0.01%
811
+89
735
$37K ﹤0.01%
1,575
+1
736
$37K ﹤0.01%
1,025
-137
737
$37K ﹤0.01%
300
-200
738
$37K ﹤0.01%
+1,000
739
$37K ﹤0.01%
208
+140
740
$37K ﹤0.01%
+2,500
741
$37K ﹤0.01%
5,400
742
$36K ﹤0.01%
595
743
$36K ﹤0.01%
2,000
744
$36K ﹤0.01%
784
745
$36K ﹤0.01%
320
746
$36K ﹤0.01%
756
-117
747
$35K ﹤0.01%
1,740
748
$35K ﹤0.01%
1,735
749
$35K ﹤0.01%
920
750
$35K ﹤0.01%
581
+203
28 29
30
31 32