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
801
$25K ﹤0.01%
1,575
802
$25K ﹤0.01%
447
-81
803
$25K ﹤0.01%
996
804
$25K ﹤0.01%
+531
805
$25K ﹤0.01%
247
806
$25K ﹤0.01%
509
807
$24K ﹤0.01%
478
-239
808
$24K ﹤0.01%
530
809
$24K ﹤0.01%
+528
810
$24K ﹤0.01%
180
-13
811
$24K ﹤0.01%
475
+375
812
$24K ﹤0.01%
518
-114
813
$24K ﹤0.01%
+785
814
$24K ﹤0.01%
394
-67
815
$24K ﹤0.01%
500
-39
816
$24K ﹤0.01%
227
+5
817
$23K ﹤0.01%
593
818
$23K ﹤0.01%
712
-504
819
$23K ﹤0.01%
1,261
-198
820
$23K ﹤0.01%
1,500
821
$23K ﹤0.01%
251
+4
822
$23K ﹤0.01%
1,500
823
$23K ﹤0.01%
+757
824
$23K ﹤0.01%
517
-29
825
$23K ﹤0.01%
328
-6
31 32
33
34 35