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
876
$22K ﹤0.01%
253
877
$22K ﹤0.01%
+117
878
$22K ﹤0.01%
400
879
$21K ﹤0.01%
+850
880
$21K ﹤0.01%
267
881
$21K ﹤0.01%
1,022
+22
882
$21K ﹤0.01%
1,000
883
$21K ﹤0.01%
1,000
884
$21K ﹤0.01%
1,649
885
$21K ﹤0.01%
1,000
-260
886
$21K ﹤0.01%
342
887
$20K ﹤0.01%
600
888
$20K ﹤0.01%
1,025
-1,250
889
$20K ﹤0.01%
298
890
$20K ﹤0.01%
1,008
-118
891
$20K ﹤0.01%
+275
892
$20K ﹤0.01%
3,473
893
$20K ﹤0.01%
347
894
$20K ﹤0.01%
189
-130
895
$20K ﹤0.01%
1,500
896
$20K ﹤0.01%
9
897
$20K ﹤0.01%
600
-200
898
$20K ﹤0.01%
868
-979
899
$19K ﹤0.01%
236
900
$19K ﹤0.01%
2,790
34 35
36
37 38