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
776
$24K ﹤0.01%
2,000
777
$24K ﹤0.01%
467
778
$24K ﹤0.01%
1,330
-1,170
779
$24K ﹤0.01%
849
+594
780
$24K ﹤0.01%
1,126
781
$24K ﹤0.01%
1,679
782
$23K ﹤0.01%
593
783
$23K ﹤0.01%
460
+250
784
$23K ﹤0.01%
1,000
785
$23K ﹤0.01%
1,000
786
$23K ﹤0.01%
196
787
$23K ﹤0.01%
4,521
788
$23K ﹤0.01%
500
789
$23K ﹤0.01%
579
-17
790
$23K ﹤0.01%
958
+26
791
$23K ﹤0.01%
1,500
792
$22K ﹤0.01%
444
+1
793
$22K ﹤0.01%
236
794
$22K ﹤0.01%
744
+1
795
$22K ﹤0.01%
180
-54
796
$22K ﹤0.01%
+332
797
$22K ﹤0.01%
350
798
$22K ﹤0.01%
429
+29
799
$22K ﹤0.01%
443
+71
800
$22K ﹤0.01%
131
-5
30 31
32
33 34