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
1076
$5K ﹤0.01%
299
1077
$4K ﹤0.01%
454
+88
1078
$4K ﹤0.01%
126
1079
$4K ﹤0.01%
82
1080
$4K ﹤0.01%
+800
1081
$4K ﹤0.01%
64
1082
$4K ﹤0.01%
+508
1083
$4K ﹤0.01%
250
1084
$4K ﹤0.01%
91
1085
$4K ﹤0.01%
129
+74
1086
$4K ﹤0.01%
41
1087
$4K ﹤0.01%
1,300
1088
$4K ﹤0.01%
68
+15
1089
$4K ﹤0.01%
10
1090
$4K ﹤0.01%
208
1091
$4K ﹤0.01%
200
1092
$4K ﹤0.01%
162
-12
1093
$4K ﹤0.01%
200
1094
$4K ﹤0.01%
41
-9
1095
$4K ﹤0.01%
300
-26
1096
$4K ﹤0.01%
37
1097
$4K ﹤0.01%
150
1098
$4K ﹤0.01%
530
1099
$4K ﹤0.01%
313
1100
$4K ﹤0.01%
159
42 43
44
45 46