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
1026
$9K ﹤0.01%
170
+100
1027
$9K ﹤0.01%
649
1028
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152
+26
1029
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680
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1030
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1,000
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230
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1033
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1034
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511
1038
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1039
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1040
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77
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1041
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1043
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1044
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1045
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1046
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225
1047
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237
+12
1048
$8K ﹤0.01%
143
+48
1049
$8K ﹤0.01%
846
1050
$8K ﹤0.01%
+665