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
$936M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,498
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.23M
3
+$3.83M
4
FTV icon
Fortive
FTV
+$3.06M
5
DD icon
DuPont de Nemours
DD
+$2.99M

Top Sells

1
+$3.3M
2
+$2.9M
3
+$1.62M
4
MRK icon
Merck
MRK
+$1.47M
5
GE icon
GE Aerospace
GE
+$1.45M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$8K ﹤0.01%
199
+77
977
$8K ﹤0.01%
1,310
-910
978
$8K ﹤0.01%
4,371
979
$8K ﹤0.01%
110
980
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162
981
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273
-233
982
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375
-361
983
$8K ﹤0.01%
516
-6,901
984
$8K ﹤0.01%
172
-115
985
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50
986
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173
987
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540
-5,000
988
$8K ﹤0.01%
210
989
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239
990
$8K ﹤0.01%
198
-53
991
$8K ﹤0.01%
5
992
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33
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993
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390
994
$8K ﹤0.01%
323
995
$8K ﹤0.01%
+105
996
$8K ﹤0.01%
208
997
$8K ﹤0.01%
+103
998
$8K ﹤0.01%
257
+41
999
$8K ﹤0.01%
1,000
1000
$8K ﹤0.01%
1,060
38 39
40
41 42