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
876
$14K ﹤0.01%
+609
877
$14K ﹤0.01%
329
878
$14K ﹤0.01%
256
879
$14K ﹤0.01%
222
+79
880
$14K ﹤0.01%
114
-169
881
$14K ﹤0.01%
100
882
$14K ﹤0.01%
2,262
-1,992
883
$14K ﹤0.01%
161
+57
884
$14K ﹤0.01%
383
+138
885
$13K ﹤0.01%
305
886
$13K ﹤0.01%
470
+180
887
$13K ﹤0.01%
545
888
$13K ﹤0.01%
294
889
$13K ﹤0.01%
1,900
890
$13K ﹤0.01%
+1,000
891
$13K ﹤0.01%
1,000
892
$13K ﹤0.01%
2,000
893
$13K ﹤0.01%
800
894
$13K ﹤0.01%
71
895
$13K ﹤0.01%
1,000
896
$13K ﹤0.01%
1,250
897
$13K ﹤0.01%
105
898
$13K ﹤0.01%
+290
899
$13K ﹤0.01%
246
+35
900
$13K ﹤0.01%
555
-32
34 35
36
37 38