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
776
$28K ﹤0.01%
+2,000
777
$27K ﹤0.01%
180
+30
778
$27K ﹤0.01%
1,100
779
$27K ﹤0.01%
544
780
$27K ﹤0.01%
1,094
781
$27K ﹤0.01%
554
782
$27K ﹤0.01%
800
783
$27K ﹤0.01%
1,938
784
$27K ﹤0.01%
800
-303
785
$27K ﹤0.01%
613
-287
786
$27K ﹤0.01%
935
787
$27K ﹤0.01%
525
-11
788
$27K ﹤0.01%
530
-3,100
789
$27K ﹤0.01%
368
+26
790
$26K ﹤0.01%
1,173
791
$26K ﹤0.01%
1,000
792
$26K ﹤0.01%
825
+25
793
$26K ﹤0.01%
2,033
-128
794
$26K ﹤0.01%
518
-127
795
$25K ﹤0.01%
656
+475
796
$25K ﹤0.01%
896
-118
797
$25K ﹤0.01%
115
798
$25K ﹤0.01%
743
799
$25K ﹤0.01%
443
+48
800
$25K ﹤0.01%
404
30 31
32
33 34