FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $2.94B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.22M
3
+$8.38M
4
PANW icon
Palo Alto Networks
PANW
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$7.33M

Top Sells

1
+$6.77M
2
+$4.37M
3
+$4.29M
4
MCD icon
McDonald's
MCD
+$4.09M
5
NVDA icon
NVIDIA
NVDA
+$3.57M

Sector Composition

1 Technology 18.85%
2 Industrials 16.29%
3 Financials 9.26%
4 Healthcare 8.12%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.8M 0.4%
108,413
+1,316
77
$10.4M 0.38%
288,978
+3,124
78
$9.79M 0.36%
79,052
+2,179
79
$9.7M 0.36%
57,240
+44,660
80
$9.37M 0.35%
20,232
+459
81
$9.1M 0.34%
120,738
-8,385
82
$8.99M 0.33%
54,489
-824
83
$8.57M 0.32%
37,546
-5,092
84
$8.56M 0.32%
10,887
+256
85
$8.4M 0.31%
8,213
+303
86
$8.39M 0.31%
83,698
+35,753
87
$8.28M 0.31%
56,129
+1,047
88
$8.02M 0.3%
523,876
+29,901
89
$7.59M 0.28%
98,917
+19,329
90
$7.54M 0.28%
17,302
+368
91
$7.04M 0.26%
+35,183
92
$6.91M 0.25%
15,742
+395
93
$6.79M 0.25%
86,294
+1,856
94
$6.71M 0.25%
42,897
+1,689
95
$6.58M 0.24%
48,800
+1,076
96
$6.58M 0.24%
71,052
+3,279
97
$6.57M 0.24%
37,848
+757
98
$6.45M 0.24%
31,156
+750
99
$6.3M 0.23%
17,272
+4
100
$6.18M 0.23%
28,730
-31
2 3
4
5 6