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
826
$26K ﹤0.01%
247
827
$26K ﹤0.01%
539
+39
828
$26K ﹤0.01%
428
-100
829
$26K ﹤0.01%
1,763
830
$25K ﹤0.01%
3,000
831
$25K ﹤0.01%
556
832
$25K ﹤0.01%
620
833
$25K ﹤0.01%
2,356
834
$25K ﹤0.01%
996
+2
835
$25K ﹤0.01%
2,630
-180
836
$25K ﹤0.01%
1,161
+36
837
$25K ﹤0.01%
400
838
$24K ﹤0.01%
500
-300
839
$24K ﹤0.01%
276
+44
840
$24K ﹤0.01%
115
-100
841
$24K ﹤0.01%
+2,000
842
$24K ﹤0.01%
+250
843
$24K ﹤0.01%
508
844
$24K ﹤0.01%
464
845
$24K ﹤0.01%
449
+24
846
$24K ﹤0.01%
748
-77
847
$23K ﹤0.01%
46
848
$23K ﹤0.01%
215
849
$23K ﹤0.01%
544
850
$23K ﹤0.01%
4,521
32 33
34
35 36