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
776
$31K ﹤0.01%
404
777
$31K ﹤0.01%
1,170
778
$31K ﹤0.01%
409
-284
779
$31K ﹤0.01%
535
-10
780
$31K ﹤0.01%
785
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781
$30K ﹤0.01%
1,869
782
$30K ﹤0.01%
743
783
$30K ﹤0.01%
554
784
$30K ﹤0.01%
+2,000
785
$30K ﹤0.01%
202
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786
$30K ﹤0.01%
2,311
787
$30K ﹤0.01%
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788
$29K ﹤0.01%
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789
$29K ﹤0.01%
2,478
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790
$29K ﹤0.01%
600
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$29K ﹤0.01%
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792
$29K ﹤0.01%
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$29K ﹤0.01%
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794
$29K ﹤0.01%
938
795
$29K ﹤0.01%
2,000
796
$28K ﹤0.01%
1,000
797
$28K ﹤0.01%
552
+312
798
$28K ﹤0.01%
1,100
799
$28K ﹤0.01%
1,500
800
$28K ﹤0.01%
1,173