FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$19.9M
2
+$5.32M
3
+$4.23M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$3.6M
2
+$2.84M
3
+$1.67M
4
GE icon
GE Aerospace
GE
+$1.52M
5
MRK icon
Merck
MRK
+$1.47M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$10K ﹤0.01%
134
+31
952
$10K ﹤0.01%
209
953
$10K ﹤0.01%
108
+42
954
$10K ﹤0.01%
300
-1,972
955
$10K ﹤0.01%
1,023
+579
956
$10K ﹤0.01%
750
957
$10K ﹤0.01%
171
+66
958
$9K ﹤0.01%
130
959
$9K ﹤0.01%
107
960
$9K ﹤0.01%
114
961
$9K ﹤0.01%
1,500
962
$9K ﹤0.01%
173
963
$9K ﹤0.01%
485
-98
964
$9K ﹤0.01%
563
965
$9K ﹤0.01%
524
+201
966
$9K ﹤0.01%
408
+333
967
$9K ﹤0.01%
1,054
-4,946
968
$9K ﹤0.01%
109
-23
969
$9K ﹤0.01%
57
+52
970
$9K ﹤0.01%
235
+85
971
$9K ﹤0.01%
164
972
$9K ﹤0.01%
500
973
$9K ﹤0.01%
171
974
$8K ﹤0.01%
298
+168
975
$8K ﹤0.01%
52
-85
37 38
39
40 41