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
1001
$10K ﹤0.01%
200
1002
$10K ﹤0.01%
407
+64
1003
$10K ﹤0.01%
1,240
1004
$10K ﹤0.01%
1,307
-8,939
1005
$10K ﹤0.01%
195
1006
$10K ﹤0.01%
264
1007
$10K ﹤0.01%
366
+53
1008
$10K ﹤0.01%
+85
1009
$10K ﹤0.01%
500
1010
$10K ﹤0.01%
217
-713
1011
$10K ﹤0.01%
414
1012
$10K ﹤0.01%
1,000
1013
$9K ﹤0.01%
500
1014
$9K ﹤0.01%
+550
1015
$9K ﹤0.01%
209
1016
$9K ﹤0.01%
342
1017
$9K ﹤0.01%
+122
1018
$9K ﹤0.01%
107
1019
$9K ﹤0.01%
1,500
1020
$9K ﹤0.01%
572
+68
1021
$9K ﹤0.01%
200
1022
$9K ﹤0.01%
200
1023
$9K ﹤0.01%
244
+43
1024
$9K ﹤0.01%
400
+20
1025
$9K ﹤0.01%
131
+31
39 40
41
42 43