FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
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 +$4.59M
2 +$4M
3 +$2.34M
4
CSCO icon
Cisco
CSCO
+$2.12M
5
MRK icon
Merck
MRK
+$2.07M

Top Sells

1 +$2.29M
2 +$1.56M
3 +$1.31M
4
CPRI icon
Capri Holdings
CPRI
+$1.31M
5
WFC icon
Wells Fargo
WFC
+$1.12M

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%
400
861
$22K ﹤0.01%
1,500
862
$22K ﹤0.01%
473
863
$22K ﹤0.01%
2,363
+287
864
$22K ﹤0.01%
150
865
$22K ﹤0.01%
666
866
$22K ﹤0.01%
520
+85
867
$22K ﹤0.01%
2,053
868
$22K ﹤0.01%
1,500
-500
869
$22K ﹤0.01%
562
+108
870
$22K ﹤0.01%
500
871
$22K ﹤0.01%
1,365
872
$22K ﹤0.01%
395
-309
873
$22K ﹤0.01%
1,710
874
$22K ﹤0.01%
334
-1
875
$22K ﹤0.01%
1,460
-1,515