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
901
$19K ﹤0.01%
944
902
$19K ﹤0.01%
+351
903
$19K ﹤0.01%
1,000
904
$19K ﹤0.01%
475
+18
905
$19K ﹤0.01%
77
+13
906
$18K ﹤0.01%
754
907
$18K ﹤0.01%
391
908
$18K ﹤0.01%
323
-141
909
$18K ﹤0.01%
274
+22
910
$18K ﹤0.01%
4,083
+603
911
$18K ﹤0.01%
+997
912
$18K ﹤0.01%
196
-140
913
$18K ﹤0.01%
1,306
914
$18K ﹤0.01%
200
+1
915
$18K ﹤0.01%
821
916
$18K ﹤0.01%
5,950
-1,160
917
$18K ﹤0.01%
1,256
918
$18K ﹤0.01%
321
919
$18K ﹤0.01%
1,414
920
$17K ﹤0.01%
236
921
$17K ﹤0.01%
300
-100
922
$17K ﹤0.01%
740
923
$17K ﹤0.01%
200
-100
924
$17K ﹤0.01%
301
-47
925
$16K ﹤0.01%
950