FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
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
+$4.59M
2
+$4M
3
+$2.34M
4
CSCO icon
Cisco
CSCO
+$2.12M
5
MRK icon
Merck
MRK
+$2.07M

Top Sells

1
+$2.29M
2
+$1.56M
3
+$1.31M
4
CPRI icon
Capri Holdings
CPRI
+$1.31M
5
WFC icon
Wells Fargo
WFC
+$1.12M

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
-64
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%
130
+59
810
$27K ﹤0.01%
593
811
$27K ﹤0.01%
350
812
$27K ﹤0.01%
530
+330
813
$27K ﹤0.01%
1,505
+1,476
814
$27K ﹤0.01%
+2,014
815
$27K ﹤0.01%
+1,000
816
$27K ﹤0.01%
1,850
-380
817
$27K ﹤0.01%
800
818
$27K ﹤0.01%
3,000
819
$27K ﹤0.01%
1,072
-100
820
$27K ﹤0.01%
626
+41
821
$27K ﹤0.01%
331
822
$27K ﹤0.01%
546
-19
823
$27K ﹤0.01%
222
-497
824
$26K ﹤0.01%
345
+333
825
$26K ﹤0.01%
1,938
31 32
33
34 35