FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$19.9M
2
+$5.32M
3
+$4.23M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$3.6M
2
+$2.84M
3
+$1.67M
4
GE icon
GE Aerospace
GE
+$1.52M
5
MRK icon
Merck
MRK
+$1.47M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.29%
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
$8K ﹤0.01%
273
-233
982
$8K ﹤0.01%
375
-361
983
$8K ﹤0.01%
516
-6,901
984
$8K ﹤0.01%
172
-115
985
$8K ﹤0.01%
50
986
$8K ﹤0.01%
173
987
$8K ﹤0.01%
540
-5,000
988
$8K ﹤0.01%
210
989
$8K ﹤0.01%
239
990
$8K ﹤0.01%
198
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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%
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996
$8K ﹤0.01%
208
997
$8K ﹤0.01%
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998
$8K ﹤0.01%
257
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999
$8K ﹤0.01%
1,000
1000
$8K ﹤0.01%
1,060
38 39
40
41 42