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
801
$28K ﹤0.01%
+846
802
$28K ﹤0.01%
1,997
-24
803
$28K ﹤0.01%
750
+250
804
$28K ﹤0.01%
536
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805
$28K ﹤0.01%
404
806
$28K ﹤0.01%
+509
807
$28K ﹤0.01%
736
-77
808
$28K ﹤0.01%
800
809
$27K ﹤0.01%
593
810
$27K ﹤0.01%
350
811
$27K ﹤0.01%
530
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812
$27K ﹤0.01%
1,505
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813
$27K ﹤0.01%
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$27K ﹤0.01%
+1,000
815
$27K ﹤0.01%
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816
$27K ﹤0.01%
800
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$27K ﹤0.01%
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818
$27K ﹤0.01%
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819
$27K ﹤0.01%
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$27K ﹤0.01%
331
821
$27K ﹤0.01%
546
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$27K ﹤0.01%
222
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823
$27K ﹤0.01%
130
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824
$26K ﹤0.01%
345
+333
825
$26K ﹤0.01%
1,938