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
$741M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,644
New
Increased
Reduced
Closed

Top Buys

1 +$3.69M
2 +$2.76M
3 +$2.55M
4
CI icon
Cigna
CI
+$2.29M
5
GIS icon
General Mills
GIS
+$2.08M

Top Sells

1 +$7.98M
2 +$2.76M
3 +$2.18M
4
AMAT icon
Applied Materials
AMAT
+$1.64M
5
EL icon
Estee Lauder
EL
+$1.56M

Sector Composition

1 Healthcare 12.74%
2 Technology 11.46%
3 Financials 11.1%
4 Industrials 10.52%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$7K ﹤0.01%
+144
1052
$7K ﹤0.01%
1,300
1053
$7K ﹤0.01%
420
1054
$7K ﹤0.01%
291
+91
1055
$7K ﹤0.01%
239
1056
$7K ﹤0.01%
540
+75
1057
$7K ﹤0.01%
120
-137
1058
$7K ﹤0.01%
+250
1059
$6K ﹤0.01%
+176
1060
$6K ﹤0.01%
190
1061
$6K ﹤0.01%
140
-60
1062
$6K ﹤0.01%
202
1063
$6K ﹤0.01%
597
-8,090
1064
$6K ﹤0.01%
50
1065
$6K ﹤0.01%
160
+35
1066
$6K ﹤0.01%
+200
1067
$6K ﹤0.01%
229
1068
$6K ﹤0.01%
144
+30
1069
$6K ﹤0.01%
184
1070
$6K ﹤0.01%
240
1071
$6K ﹤0.01%
459
-508
1072
$6K ﹤0.01%
200
1073
$6K ﹤0.01%
220
+9
1074
$6K ﹤0.01%
150
1075
$6K ﹤0.01%
146
+3