FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$19.9M
2
+$5.32M
3
+$4.23M
4
AMZN icon
Amazon
AMZN
+$3.51M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.43M

Top Sells

1
+$3.6M
2
+$2.84M
3
+$1.67M
4
GE icon
GE Aerospace
GE
+$1.52M
5
MRK icon
Merck
MRK
+$1.47M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$4K ﹤0.01%
+4
1102
$4K ﹤0.01%
1,000
1103
$4K ﹤0.01%
300
1104
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300
1105
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37
1106
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+60
1107
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17
1108
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108
1109
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+68
1110
$3K ﹤0.01%
184
-80
1111
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20
1112
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1113
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171
1114
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+73
1115
$3K ﹤0.01%
250
1116
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43
1117
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108
1118
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101
+42
1119
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36
-12
1120
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50
1121
$3K ﹤0.01%
251
+187
1122
$3K ﹤0.01%
55
1123
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64
-14
1124
$3K ﹤0.01%
100
1125
$3K ﹤0.01%
309
43 44
45
46 47