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
751
$35K ﹤0.01%
247
-295
752
$35K ﹤0.01%
667
+267
753
$35K ﹤0.01%
581
+567
754
$34K ﹤0.01%
900
755
$34K ﹤0.01%
+308
756
$34K ﹤0.01%
193
757
$34K ﹤0.01%
742
-58
758
$34K ﹤0.01%
641
-5
759
$34K ﹤0.01%
645
-4
760
$34K ﹤0.01%
762
761
$34K ﹤0.01%
416
762
$33K ﹤0.01%
3,408
+668
763
$33K ﹤0.01%
543
-14
764
$33K ﹤0.01%
502
+2
765
$32K ﹤0.01%
5,000
+1,000
766
$32K ﹤0.01%
1,216
-576
767
$32K ﹤0.01%
2,000
768
$32K ﹤0.01%
1,094
-1,700
769
$32K ﹤0.01%
3,825
770
$32K ﹤0.01%
644
+100
771
$32K ﹤0.01%
630
772
$32K ﹤0.01%
364
-73
773
$32K ﹤0.01%
153
774
$32K ﹤0.01%
752
-347
775
$31K ﹤0.01%
1,459
-432
29 30
31
32 33