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
$2.5B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$9.18M
3
+$8.41M
4
AMZN icon
Amazon
AMZN
+$6.58M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.22M

Top Sells

1
+$18M
2
+$10.2M
3
+$9.16M
4
BLK icon
Blackrock
BLK
+$8.34M
5
AAPL icon
Apple
AAPL
+$8.1M

Sector Composition

1 Industrials 21.71%
2 Technology 14.41%
3 Healthcare 8.23%
4 Financials 7.77%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.62M 0.3%
259,007
+64,541
77
$7.36M 0.29%
45,389
-499
78
$7.24M 0.29%
92,929
-2,590
79
$7.06M 0.28%
65,419
-133
80
$7M 0.28%
55,180
+1,328
81
$6.83M 0.27%
191,347
+28,871
82
$6.78M 0.27%
33,522
-1,209
83
$6.74M 0.27%
74,111
-1,867
84
$6.57M 0.26%
194,128
+7,621
85
$6.52M 0.26%
63,445
+3,413
86
$6.52M 0.26%
40,045
-1,905
87
$6.45M 0.26%
22,539
+59
88
$6.38M 0.25%
53,914
+327
89
$6.35M 0.25%
23,318
+212
90
$6.16M 0.24%
60,815
+41,266
91
$6.15M 0.24%
74,495
+1,606
92
$6.13M 0.24%
37,120
+1,857
93
$6.11M 0.24%
73,903
+53,257
94
$6.02M 0.24%
77,103
-1,962
95
$6M 0.24%
10,773
+261
96
$5.96M 0.24%
59,329
+2,590
97
$5.93M 0.23%
23,625
+882
98
$5.82M 0.23%
11
99
$5.81M 0.23%
16,018
+2,157
100
$5.73M 0.23%
23,078
-7,225
2 3
4
5 6