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
$741M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,644
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.76M
3
+$2.55M
4
CI icon
Cigna
CI
+$2.29M
5
GIS icon
General Mills
GIS
+$2.08M

Top Sells

1
+$7.98M
2
+$2.76M
3
+$2.18M
4
AMAT icon
Applied Materials
AMAT
+$1.64M
5
EL icon
Estee Lauder
EL
+$1.56M

Sector Composition

1 Healthcare 12.74%
2 Technology 11.46%
3 Financials 11.1%
4 Industrials 10.52%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$34K ﹤0.01%
595
727
$34K ﹤0.01%
628
-1,000
728
$34K ﹤0.01%
2,585
729
$34K ﹤0.01%
688
+365
730
$34K ﹤0.01%
658
-10
731
$34K ﹤0.01%
2,586
-44
732
$34K ﹤0.01%
285
+83
733
$34K ﹤0.01%
1,034
734
$34K ﹤0.01%
1,000
735
$34K ﹤0.01%
1,000
736
$34K ﹤0.01%
5,000
737
$34K ﹤0.01%
2,500
+1,000
738
$33K ﹤0.01%
2,000
739
$33K ﹤0.01%
3,320
-1,299
740
$33K ﹤0.01%
920
741
$33K ﹤0.01%
819
+77
742
$33K ﹤0.01%
359
-25
743
$33K ﹤0.01%
320
+20
744
$33K ﹤0.01%
2,328
-265
745
$33K ﹤0.01%
1,244
746
$32K ﹤0.01%
2,147
+147
747
$32K ﹤0.01%
2,280
+430
748
$32K ﹤0.01%
703
+168
749
$32K ﹤0.01%
395
-147
750
$32K ﹤0.01%
800
28 29
30
31 32