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
1201
$3K ﹤0.01%
+75
1202
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170
1203
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37
-3
1204
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200
1205
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1206
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146
1207
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500
1208
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102
-189
1209
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95
-16
1210
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84
+13
1211
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184
1212
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1213
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+50
1214
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90
-24
1215
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26
-1
1216
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333
-3
1217
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110
1218
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107
+31
1219
$3K ﹤0.01%
1,000
1220
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354
-64
1221
$3K ﹤0.01%
23
1222
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82
1223
$3K ﹤0.01%
141
-221
1224
$2K ﹤0.01%
177
1225
$2K ﹤0.01%
+80