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
876
$18K ﹤0.01%
542
877
$18K ﹤0.01%
508
878
$18K ﹤0.01%
1,126
879
$17K ﹤0.01%
600
880
$17K ﹤0.01%
341
-211
881
$17K ﹤0.01%
410
-3,095
882
$17K ﹤0.01%
2,667
+311
883
$17K ﹤0.01%
2,000
884
$17K ﹤0.01%
201
+1
885
$17K ﹤0.01%
510
-404
886
$17K ﹤0.01%
200
-1,135
887
$17K ﹤0.01%
309
-95
888
$17K ﹤0.01%
301
889
$17K ﹤0.01%
584
+109
890
$16K ﹤0.01%
1,945
-418
891
$16K ﹤0.01%
251
-94
892
$16K ﹤0.01%
300
893
$16K ﹤0.01%
274
894
$16K ﹤0.01%
650
-90
895
$16K ﹤0.01%
350
896
$16K ﹤0.01%
+879
897
$16K ﹤0.01%
1,155
898
$16K ﹤0.01%
11
+2
899
$16K ﹤0.01%
2,000
900
$16K ﹤0.01%
112
34 35
36
37 38