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
976
$12K ﹤0.01%
+189
977
$11K ﹤0.01%
594
978
$11K ﹤0.01%
413
+5
979
$11K ﹤0.01%
266
-3
980
$11K ﹤0.01%
1,100
981
$11K ﹤0.01%
226
+2
982
$11K ﹤0.01%
1,300
983
$11K ﹤0.01%
200
984
$11K ﹤0.01%
1,000
985
$11K ﹤0.01%
5
986
$11K ﹤0.01%
400
987
$11K ﹤0.01%
700
988
$11K ﹤0.01%
152
+130
989
$11K ﹤0.01%
560
990
$11K ﹤0.01%
300
991
$11K ﹤0.01%
100
992
$11K ﹤0.01%
1,500
993
$11K ﹤0.01%
500
994
$11K ﹤0.01%
241
-4
995
$11K ﹤0.01%
278
+39
996
$10K ﹤0.01%
250
+19
997
$10K ﹤0.01%
97
-13
998
$10K ﹤0.01%
550
+79
999
$10K ﹤0.01%
500
-5,090
1000
$10K ﹤0.01%
143
38 39
40
41 42