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
826
$23K ﹤0.01%
1,000
-1,000
827
$22K ﹤0.01%
+5,000
828
$22K ﹤0.01%
323
+223
829
$22K ﹤0.01%
255
-12
830
$22K ﹤0.01%
271
-4
831
$22K ﹤0.01%
347
832
$22K ﹤0.01%
1,710
833
$22K ﹤0.01%
250
834
$22K ﹤0.01%
296
-35
835
$22K ﹤0.01%
400
836
$22K ﹤0.01%
600
837
$22K ﹤0.01%
506
+4
838
$21K ﹤0.01%
46
839
$21K ﹤0.01%
657
+37
840
$21K ﹤0.01%
4,521
841
$21K ﹤0.01%
500
842
$21K ﹤0.01%
1,649
843
$21K ﹤0.01%
505
+32
844
$21K ﹤0.01%
+4,492
845
$21K ﹤0.01%
306
-2,033
846
$21K ﹤0.01%
400
847
$20K ﹤0.01%
662
-384
848
$20K ﹤0.01%
666
849
$20K ﹤0.01%
215
+19
850
$20K ﹤0.01%
+1,372
32 33
34
35 36