FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$19.9M
2
+$5.32M
3
+$4.23M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$3.6M
2
+$2.84M
3
+$1.67M
4
GE icon
GE Aerospace
GE
+$1.52M
5
MRK icon
Merck
MRK
+$1.47M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$13K ﹤0.01%
1,096
902
$12K ﹤0.01%
412
+148
903
$12K ﹤0.01%
838
-429
904
$12K ﹤0.01%
113
+45
905
$12K ﹤0.01%
200
906
$12K ﹤0.01%
200
907
$12K ﹤0.01%
1,240
908
$12K ﹤0.01%
215
909
$12K ﹤0.01%
428
910
$12K ﹤0.01%
275
911
$12K ﹤0.01%
+1,000
912
$12K ﹤0.01%
93
913
$12K ﹤0.01%
600
914
$12K ﹤0.01%
1,000
915
$12K ﹤0.01%
810
-710
916
$12K ﹤0.01%
550
+250
917
$12K ﹤0.01%
+2,000
918
$11K ﹤0.01%
234
+14
919
$11K ﹤0.01%
178
+2
920
$11K ﹤0.01%
594
921
$11K ﹤0.01%
46
922
$11K ﹤0.01%
480
-532
923
$11K ﹤0.01%
274
+180
924
$11K ﹤0.01%
102
925
$11K ﹤0.01%
200
35 36
37
38 39