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
1126
$5K ﹤0.01%
+22
1127
$5K ﹤0.01%
14
1128
$5K ﹤0.01%
105
-12
1129
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+152
1130
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181
+55
1131
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142
-404
1132
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625
1133
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183
+11
1134
$5K ﹤0.01%
500
1135
– –
-3
1136
$4K ﹤0.01%
+40
1137
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126
1138
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110
-12
1139
$4K ﹤0.01%
266
-1
1140
$4K ﹤0.01%
109
1141
$4K ﹤0.01%
220
1142
$4K ﹤0.01%
200
1143
$4K ﹤0.01%
236
-3,574
1144
$4K ﹤0.01%
99
1145
$4K ﹤0.01%
136
1146
$4K ﹤0.01%
667
1147
$4K ﹤0.01%
300
1148
$4K ﹤0.01%
513
1149
$4K ﹤0.01%
10
1150
$4K ﹤0.01%
267
44 45
46
47 48