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
851
$20K ﹤0.01%
1,500
852
$20K ﹤0.01%
+1,189
853
$20K ﹤0.01%
+1,117
854
$19K ﹤0.01%
+2,872
855
$19K ﹤0.01%
215
856
$19K ﹤0.01%
520
+226
857
$19K ﹤0.01%
2,625
-165
858
$19K ﹤0.01%
2,530
-878
859
$19K ﹤0.01%
3,473
860
$19K ﹤0.01%
1,107
+507
861
$19K ﹤0.01%
2,000
862
$19K ﹤0.01%
1,256
863
$19K ﹤0.01%
449
864
$19K ﹤0.01%
1,000
865
$19K ﹤0.01%
+30,000
866
$19K ﹤0.01%
1,414
867
$19K ﹤0.01%
+3,000
868
$19K ﹤0.01%
99
-31
869
$18K ﹤0.01%
850
870
$18K ﹤0.01%
3,000
871
$18K ﹤0.01%
1,025
872
$18K ﹤0.01%
1,306
873
$18K ﹤0.01%
2,311
874
$18K ﹤0.01%
958
-203
875
$18K ﹤0.01%
1,826
-129
33 34
35
36 37