FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$19.9M
2
+$5.32M
3
+$4.23M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$3.6M
2
+$2.84M
3
+$1.67M
4
GE icon
GE Aerospace
GE
+$1.52M
5
MRK icon
Merck
MRK
+$1.47M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.29%
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%
+1,000
764
$25K ﹤0.01%
1,572
-145
765
$25K ﹤0.01%
93
-5
766
$25K ﹤0.01%
530
767
$25K ﹤0.01%
3,473
768
$25K ﹤0.01%
250
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