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
101
$1.83M 0.24%
17,992
+13,040
102
$1.82M 0.24%
11,797
+2,120
103
$1.81M 0.24%
18,897
+1,054
104
$1.79M 0.23%
15,570
+1,390
105
$1.78M 0.23%
15,369
-1,453
106
$1.77M 0.23%
36,023
-142
107
$1.75M 0.23%
42,486
+694
108
$1.75M 0.23%
45,475
-13,698
109
$1.74M 0.23%
19,642
+6,103
110
$1.73M 0.23%
87,696
111
$1.73M 0.23%
11,235
+699
112
$1.72M 0.22%
34,686
+21
113
$1.71M 0.22%
21,984
-3,521
114
$1.71M 0.22%
17,667
-6,455
115
$1.7M 0.22%
41,512
+7,914
116
$1.68M 0.22%
98,942
+500
117
$1.61M 0.21%
39,982
+1,727
118
$1.58M 0.21%
55,376
+7,472
119
$1.53M 0.2%
17,999
-1,215
120
$1.52M 0.2%
36,369
+235
121
$1.52M 0.2%
22,691
-478
122
$1.49M 0.19%
21,106
+9,622
123
$1.48M 0.19%
62,646
-6,579
124
$1.48M 0.19%
21,932
+1,104
125
$1.48M 0.19%
26,649
-1,046