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
$936M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,498
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.23M
3
+$3.83M
4
FTV icon
Fortive
FTV
+$3.06M
5
DD icon
DuPont de Nemours
DD
+$2.99M

Top Sells

1
+$3.3M
2
+$2.9M
3
+$1.62M
4
MRK icon
Merck
MRK
+$1.47M
5
GE icon
GE Aerospace
GE
+$1.45M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$16K ﹤0.01%
1,365
852
$16K ﹤0.01%
322
+116
853
$16K ﹤0.01%
282
-346
854
$15K ﹤0.01%
654
855
$15K ﹤0.01%
460
-831
856
$15K ﹤0.01%
1,978
+52
857
$15K ﹤0.01%
250
858
$15K ﹤0.01%
100
859
$15K ﹤0.01%
265
-36
860
$15K ﹤0.01%
505
+350
861
$15K ﹤0.01%
400
862
$15K ﹤0.01%
519
+191
863
$15K ﹤0.01%
300
864
$15K ﹤0.01%
357
+236
865
$15K ﹤0.01%
300
866
$15K ﹤0.01%
979
867
$14K ﹤0.01%
234
-39
868
$14K ﹤0.01%
346
869
$14K ﹤0.01%
87
+32
870
$14K ﹤0.01%
580
871
$14K ﹤0.01%
1,544
+424
872
$14K ﹤0.01%
+1,500
873
$14K ﹤0.01%
+668
874
$14K ﹤0.01%
320
+245
875
$14K ﹤0.01%
2,000
33 34
35
36 37