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
951
$14K ﹤0.01%
329
+73
952
$14K ﹤0.01%
350
953
$14K ﹤0.01%
979
954
$13K ﹤0.01%
200
-540
955
$13K ﹤0.01%
+2,920
956
$13K ﹤0.01%
257
-716
957
$13K ﹤0.01%
1,683
+43
958
$13K ﹤0.01%
2,094
+94
959
$13K ﹤0.01%
2,000
960
$13K ﹤0.01%
228
+206
961
$13K ﹤0.01%
1,100
962
$13K ﹤0.01%
700
963
$13K ﹤0.01%
825
964
$13K ﹤0.01%
400
965
$12K ﹤0.01%
305
-159
966
$12K ﹤0.01%
400
967
$12K ﹤0.01%
169
968
$12K ﹤0.01%
200
969
$12K ﹤0.01%
1,156
970
$12K ﹤0.01%
272
+115
971
$12K ﹤0.01%
1,900
972
$12K ﹤0.01%
200
973
$12K ﹤0.01%
600
974
$12K ﹤0.01%
428
975
$12K ﹤0.01%
1,365
37 38
39
40 41