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
1126
$3K ﹤0.01%
39
1127
$3K ﹤0.01%
40
1128
$3K ﹤0.01%
+50
1129
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66
1130
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53
-135
1131
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15
-100
1132
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78
1133
$3K ﹤0.01%
108
1134
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+400
1135
$3K ﹤0.01%
+67
1136
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112
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1137
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+25
1138
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56
1139
$3K ﹤0.01%
123
-1,573
1140
$3K ﹤0.01%
587
+440
1141
$3K ﹤0.01%
61
-40
1142
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239
1143
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57
-7
1144
$3K ﹤0.01%
170
1145
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111
1146
$3K ﹤0.01%
200
1147
$3K ﹤0.01%
+103
1148
$3K ﹤0.01%
180
-60
1149
$3K ﹤0.01%
73
-130
1150
$3K ﹤0.01%
+23
44 45
46
47 48