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
76
$2.81M 0.37%
48,969
-1,505
77
$2.8M 0.37%
62,640
+19,445
78
$2.78M 0.36%
31,562
+2,801
79
$2.75M 0.36%
36,095
+3,951
80
$2.75M 0.36%
25,259
+4,138
81
$2.64M 0.34%
137,405
+20,291
82
$2.61M 0.34%
53,450
+1,119
83
$2.58M 0.34%
105,444
-2,328
84
$2.54M 0.33%
39,083
+4,336
85
$2.46M 0.32%
50,183
-1,973
86
$2.44M 0.32%
23,310
+906
87
$2.37M 0.31%
15,181
+3,800
88
$2.34M 0.31%
28,050
-1,194
89
$2.27M 0.3%
52,654
+5,267
90
$2.25M 0.29%
11
91
$2.18M 0.29%
39,536
+25,517
92
$2.17M 0.28%
32,476
+3,188
93
$2.16M 0.28%
18,400
+200
94
$2.13M 0.28%
1,375,146
+55,281
95
$2.1M 0.27%
34,605
+1,447
96
$2.1M 0.27%
33,466
-33,625
97
$2.07M 0.27%
17,184
+2,502
98
$2.06M 0.27%
41,157
+40,968
99
$1.99M 0.26%
22,357
-1,254
100
$1.91M 0.25%
34,251
-184