FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.24%
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
+$4.59M
2
+$4M
3
+$2.34M
4
CSCO icon
Cisco
CSCO
+$2.12M
5
MRK icon
Merck
MRK
+$2.07M

Top Sells

1
+$2.29M
2
+$1.56M
3
+$1.31M
4
CPRI icon
Capri Holdings
CPRI
+$1.31M
5
WFC icon
Wells Fargo
WFC
+$1.12M

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%
100
978
$11K ﹤0.01%
1,500
979
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500
980
$11K ﹤0.01%
594
981
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413
+5
982
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266
-3
983
$11K ﹤0.01%
1,100
984
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226
+2
985
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1,300
986
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987
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1,000
988
$11K ﹤0.01%
5
989
$11K ﹤0.01%
400
990
$11K ﹤0.01%
700
991
$11K ﹤0.01%
152
+130
992
$11K ﹤0.01%
560
993
$11K ﹤0.01%
300
994
$11K ﹤0.01%
241
-4
995
$11K ﹤0.01%
278
+39
996
$10K ﹤0.01%
1,307
-8,939
997
$10K ﹤0.01%
195
998
$10K ﹤0.01%
264
999
$10K ﹤0.01%
366
+53
1000
$10K ﹤0.01%
+85
38 39
40
41 42