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
$936M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,498
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.23M
3
+$3.83M
4
FTV icon
Fortive
FTV
+$3.06M
5
DD icon
DuPont de Nemours
DD
+$2.99M

Top Sells

1
+$3.3M
2
+$2.9M
3
+$1.62M
4
MRK icon
Merck
MRK
+$1.47M
5
GE icon
GE Aerospace
GE
+$1.45M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$27K ﹤0.01%
337
+150
752
$26K ﹤0.01%
+4,976
753
$26K ﹤0.01%
+1,113
754
$26K ﹤0.01%
+429
755
$26K ﹤0.01%
778
756
$26K ﹤0.01%
714
-8
757
$26K ﹤0.01%
347
758
$26K ﹤0.01%
583
-750
759
$26K ﹤0.01%
300
-15
760
$26K ﹤0.01%
546
-2,372
761
$26K ﹤0.01%
1,380
762
$26K ﹤0.01%
6,056
763
$25K ﹤0.01%
1,572
-145
764
$25K ﹤0.01%
93
-5
765
$25K ﹤0.01%
530
766
$25K ﹤0.01%
3,473
767
$25K ﹤0.01%
250
768
$25K ﹤0.01%
+1,000
769
$24K ﹤0.01%
1,025
770
$24K ﹤0.01%
629
-13
771
$24K ﹤0.01%
981
+105
772
$24K ﹤0.01%
+768
773
$24K ﹤0.01%
922
-468
774
$24K ﹤0.01%
+602
775
$24K ﹤0.01%
497
+18
29 30
31
32 33