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
$2B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1 +$5.7M
2 +$5.28M
3 +$4.79M
4
BP icon
BP
BP
+$4.07M
5
QCOM icon
Qualcomm
QCOM
+$3.46M

Top Sells

1 +$6.61M
2 +$6.21M
3 +$4.06M
4
HPQ icon
HP
HPQ
+$3.67M
5
NFLX icon
Netflix
NFLX
+$3.37M

Sector Composition

1 Industrials 23.52%
2 Technology 10.89%
3 Financials 8.19%
4 Healthcare 7.65%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$5.89M 0.29%
192,874
+75,271
77
$5.81M 0.29%
141,210
+27,710
78
$5.76M 0.29%
33,962
-1,708
79
$5.74M 0.29%
32,549
+1,130
80
$5.73M 0.29%
85,580
+1,140
81
$5.7M 0.28%
47,260
+367
82
$5.59M 0.28%
148,094
+107,840
83
$5.56M 0.28%
93,702
-9,889
84
$5.47M 0.27%
65,328
-796
85
$5.28M 0.26%
+47,646
86
$5.27M 0.26%
196,083
-14,476
87
$5.19M 0.26%
46,156
+561
88
$4.89M 0.24%
33,794
+1,238
89
$4.85M 0.24%
74,707
-191
90
$4.57M 0.23%
52,576
-15,527
91
$4.43M 0.22%
123,013
+6,474
92
$4.17M 0.21%
67,187
+651
93
$4.15M 0.21%
81,706
-4,077
94
$4.1M 0.21%
46,509
+39,190
95
$3.97M 0.2%
78,019
+11,557
96
$3.83M 0.19%
32,009
-12
97
$3.53M 0.18%
23,316
-879
98
$3.43M 0.17%
38,770
-701
99
$3.42M 0.17%
31,762
100
$3.33M 0.17%
25,333
-205