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
851
$23K ﹤0.01%
1,258
+6
852
$23K ﹤0.01%
+488
853
$23K ﹤0.01%
409
-269
854
$23K ﹤0.01%
1,014
855
$23K ﹤0.01%
1,500
+990
856
$23K ﹤0.01%
1,955
+633
857
$23K ﹤0.01%
1,500
858
$23K ﹤0.01%
476
-959
859
$23K ﹤0.01%
1,126
860
$22K ﹤0.01%
2,363
+287
861
$22K ﹤0.01%
150
862
$22K ﹤0.01%
666
863
$22K ﹤0.01%
520
+85
864
$22K ﹤0.01%
2,053
865
$22K ﹤0.01%
1,500
-500
866
$22K ﹤0.01%
562
+108
867
$22K ﹤0.01%
500
868
$22K ﹤0.01%
1,365
869
$22K ﹤0.01%
395
-309
870
$22K ﹤0.01%
400
871
$22K ﹤0.01%
1,500
872
$22K ﹤0.01%
473
873
$22K ﹤0.01%
1,710
874
$22K ﹤0.01%
334
-1
875
$22K ﹤0.01%
1,460
-1,515
33 34
35
36 37