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
$936M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,498
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.23M
3
+$3.83M
4
FTV icon
Fortive
FTV
+$3.06M
5
DD icon
DuPont de Nemours
DD
+$2.99M

Top Sells

1
+$3.3M
2
+$2.9M
3
+$1.62M
4
MRK icon
Merck
MRK
+$1.47M
5
GE icon
GE Aerospace
GE
+$1.45M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$11K ﹤0.01%
400
927
$11K ﹤0.01%
155
928
$11K ﹤0.01%
716
929
$11K ﹤0.01%
236
+90
930
$11K ﹤0.01%
414
931
$11K ﹤0.01%
100
932
$11K ﹤0.01%
+800
933
$11K ﹤0.01%
+345
934
$10K ﹤0.01%
200
-2,043
935
$10K ﹤0.01%
+628
936
$10K ﹤0.01%
142
937
$10K ﹤0.01%
169
938
$10K ﹤0.01%
318
+116
939
$10K ﹤0.01%
200
-64
940
$10K ﹤0.01%
134
+31
941
$10K ﹤0.01%
209
942
$10K ﹤0.01%
108
+42
943
$10K ﹤0.01%
300
-1,972
944
$10K ﹤0.01%
1,023
+579
945
$10K ﹤0.01%
750
946
$10K ﹤0.01%
171
+66
947
$10K ﹤0.01%
200
948
$10K ﹤0.01%
+384
949
$10K ﹤0.01%
300
-1,200
950
$10K ﹤0.01%
180
+146
36 37
38
39 40