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
1051
$5K ﹤0.01%
819
1052
$5K ﹤0.01%
150
1053
$5K ﹤0.01%
+273
1054
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+500
1055
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85
1056
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3
1057
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77
1058
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211
1059
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85
-100
1060
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330
1061
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250
1062
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308
1063
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124
-60
1064
$5K ﹤0.01%
1,273
+228
1065
$5K ﹤0.01%
624
-33,858
1066
$5K ﹤0.01%
128
+8
1067
$5K ﹤0.01%
+43
1068
$5K ﹤0.01%
89
1069
$5K ﹤0.01%
282
1070
$5K ﹤0.01%
90
1071
$5K ﹤0.01%
+450
1072
$5K ﹤0.01%
625
1073
$5K ﹤0.01%
128
-276
1074
$5K ﹤0.01%
110
1075
$5K ﹤0.01%
+666
41 42
43
44 45