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
$1.25B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$8.75M
3
+$7.95M
4
ABBV icon
AbbVie
ABBV
+$3.38M
5
QCOM icon
Qualcomm
QCOM
+$2.96M

Top Sells

1
+$11.8M
2
+$4.26M
3
+$4.18M
4
ALL icon
Allstate
ALL
+$3.44M
5
AMZN icon
Amazon
AMZN
+$2.97M

Sector Composition

1 Industrials 26.61%
2 Financials 9.29%
3 Technology 8.43%
4 Healthcare 8.25%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$20K ﹤0.01%
477
-632
827
$20K ﹤0.01%
298
+76
828
$20K ﹤0.01%
9,600
+8,800
829
$20K ﹤0.01%
+120
830
$19K ﹤0.01%
2,861
+1,551
831
$19K ﹤0.01%
1,136
-34
832
$19K ﹤0.01%
128
833
$19K ﹤0.01%
322
834
$18K ﹤0.01%
+1,000
835
$18K ﹤0.01%
545
836
$18K ﹤0.01%
227
837
$18K ﹤0.01%
+600
838
$18K ﹤0.01%
230
+100
839
$18K ﹤0.01%
1,306
840
$18K ﹤0.01%
+354
841
$18K ﹤0.01%
896
-62
842
$18K ﹤0.01%
400
843
$18K ﹤0.01%
130
-1
844
$18K ﹤0.01%
1,256
845
$17K ﹤0.01%
200
846
$17K ﹤0.01%
147
847
$17K ﹤0.01%
86
-1
848
$17K ﹤0.01%
2,109
+1,055
849
$17K ﹤0.01%
360
-3
850
$17K ﹤0.01%
1,000
32 33
34
35 36