FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
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
+$4.59M
2
+$4M
3
+$2.34M
4
CSCO icon
Cisco
CSCO
+$2.12M
5
MRK icon
Merck
MRK
+$2.07M

Top Sells

1
+$2.29M
2
+$1.56M
3
+$1.31M
4
CPRI icon
Capri Holdings
CPRI
+$1.31M
5
WFC icon
Wells Fargo
WFC
+$1.12M

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
926
$16K ﹤0.01%
950
927
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699
928
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600
929
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517
-158
930
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931
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257
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933
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1,155
934
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542
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251
+1
936
$16K ﹤0.01%
2,000
937
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1,679
-3,358
938
$15K ﹤0.01%
153
+70
939
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400
940
$15K ﹤0.01%
+856
941
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2,000
942
$15K ﹤0.01%
373
-4
943
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350
944
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+607
945
$15K ﹤0.01%
734
946
$14K ﹤0.01%
291
-11
947
$14K ﹤0.01%
294
948
$14K ﹤0.01%
135
+100
949
$14K ﹤0.01%
+700
950
$14K ﹤0.01%
500
36 37
38
39 40