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
951
$10K ﹤0.01%
173
+103
952
$10K ﹤0.01%
125
953
$10K ﹤0.01%
649
954
$10K ﹤0.01%
91
955
$10K ﹤0.01%
200
956
$10K ﹤0.01%
570
-370
957
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600
958
$9K ﹤0.01%
485
-98
959
$9K ﹤0.01%
563
960
$9K ﹤0.01%
524
+201
961
$9K ﹤0.01%
408
+333
962
$9K ﹤0.01%
1,054
-4,946
963
$9K ﹤0.01%
109
-23
964
$9K ﹤0.01%
130
965
$9K ﹤0.01%
107
966
$9K ﹤0.01%
114
967
$9K ﹤0.01%
57
+52
968
$9K ﹤0.01%
235
+85
969
$9K ﹤0.01%
164
970
$9K ﹤0.01%
500
971
$9K ﹤0.01%
171
972
$9K ﹤0.01%
1,500
973
$9K ﹤0.01%
173
974
$8K ﹤0.01%
298
+168
975
$8K ﹤0.01%
52
-85
37 38
39
40 41