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
$741M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,644
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.76M
3
+$2.55M
4
CI icon
Cigna
CI
+$2.29M
5
GIS icon
General Mills
GIS
+$2.08M

Top Sells

1
+$7.98M
2
+$2.76M
3
+$2.18M
4
AMAT icon
Applied Materials
AMAT
+$1.64M
5
EL icon
Estee Lauder
EL
+$1.56M

Sector Composition

1 Healthcare 12.74%
2 Technology 11.46%
3 Financials 11.1%
4 Industrials 10.52%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$14K ﹤0.01%
979
927
$13K ﹤0.01%
362
+71
928
$13K ﹤0.01%
139
-130
929
$13K ﹤0.01%
257
930
$13K ﹤0.01%
327
-161
931
$13K ﹤0.01%
313
-437
932
$13K ﹤0.01%
3,000
933
$13K ﹤0.01%
400
934
$13K ﹤0.01%
714
+107
935
$13K ﹤0.01%
400
936
$13K ﹤0.01%
1,000
937
$13K ﹤0.01%
1,500
938
$13K ﹤0.01%
+187
939
$12K ﹤0.01%
169
940
$12K ﹤0.01%
279
-277
941
$12K ﹤0.01%
+315
942
$12K ﹤0.01%
500
943
$12K ﹤0.01%
+8
944
$12K ﹤0.01%
5
945
$12K ﹤0.01%
329
946
$12K ﹤0.01%
128
-61
947
$12K ﹤0.01%
28
-25
948
$12K ﹤0.01%
386
-386
949
$12K ﹤0.01%
282
+31
950
$11K ﹤0.01%
594
36 37
38
39 40