FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$19.9M
2
+$5.32M
3
+$4.23M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$3.6M
2
+$2.84M
3
+$1.67M
4
GE icon
GE Aerospace
GE
+$1.52M
5
MRK icon
Merck
MRK
+$1.47M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$22K ﹤0.01%
1,548
802
$22K ﹤0.01%
623
-2,635
803
$21K ﹤0.01%
486
+119
804
$21K ﹤0.01%
1,332
-731
805
$21K ﹤0.01%
250
806
$21K ﹤0.01%
336
-300
807
$20K ﹤0.01%
528
+195
808
$20K ﹤0.01%
150
809
$20K ﹤0.01%
227
810
$20K ﹤0.01%
1,190
-1,000
811
$20K ﹤0.01%
1,306
812
$20K ﹤0.01%
+775
813
$20K ﹤0.01%
301
814
$20K ﹤0.01%
366
+102
815
$20K ﹤0.01%
1,256
816
$20K ﹤0.01%
+566
817
$19K ﹤0.01%
489
+167
818
$19K ﹤0.01%
274
819
$19K ﹤0.01%
+1,100
820
$19K ﹤0.01%
509
-175
821
$19K ﹤0.01%
1,230
822
$19K ﹤0.01%
128
823
$19K ﹤0.01%
15
+7
824
$18K ﹤0.01%
127
825
$18K ﹤0.01%
950
31 32
33
34 35