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
1101
$6K ﹤0.01%
330
1102
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123
1103
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15
+1
1104
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1105
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1106
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1107
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1108
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1109
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+68
1110
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1,000
1111
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1112
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1113
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+110
1114
$6K ﹤0.01%
377
+65
1115
$6K ﹤0.01%
+185
1116
$6K ﹤0.01%
+177
1117
$5K ﹤0.01%
87
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1118
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944
+594
1119
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91
1120
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57
+48
1121
$5K ﹤0.01%
+150
1122
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46
+5
1123
$5K ﹤0.01%
50
1124
$5K ﹤0.01%
+114
1125
$5K ﹤0.01%
75
+24