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
926
$16K ﹤0.01%
699
927
$16K ﹤0.01%
600
928
$16K ﹤0.01%
517
-158
929
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+967
930
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257
+123
931
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175
932
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1,155
933
$16K ﹤0.01%
542
+147
934
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251
+1
935
$16K ﹤0.01%
2,000
936
$16K ﹤0.01%
112
+62
937
$16K ﹤0.01%
1,679
-3,358
938
$15K ﹤0.01%
373
-4
939
$15K ﹤0.01%
350
940
$15K ﹤0.01%
+607
941
$15K ﹤0.01%
734
942
$15K ﹤0.01%
153
+70
943
$15K ﹤0.01%
400
944
$15K ﹤0.01%
+856
945
$15K ﹤0.01%
2,000
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