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
$2B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.28M
3
+$4.79M
4
BP icon
BP
BP
+$4.07M
5
QCOM icon
Qualcomm
QCOM
+$3.46M

Top Sells

1
+$6.61M
2
+$6.21M
3
+$4.06M
4
HPQ icon
HP
HPQ
+$3.67M
5
NFLX icon
Netflix
NFLX
+$3.37M

Sector Composition

1 Industrials 23.52%
2 Technology 10.89%
3 Financials 8.19%
4 Healthcare 7.65%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.25M 0.16%
25,002
+165
102
$2.97M 0.15%
10,109
-1,975
103
$2.73M 0.14%
18,488
+1,658
104
$2.53M 0.13%
11,884
+220
105
$2.45M 0.12%
145,642
+1,412
106
$2.44M 0.12%
28,734
-7,934
107
$2.43M 0.12%
12,106
-2,606
108
$2.42M 0.12%
49,948
+296
109
$2.38M 0.12%
7
110
$2.35M 0.12%
52,740
+4,984
111
$2.18M 0.11%
19,236
-6,445
112
$2.17M 0.11%
12,351
+54
113
$2.14M 0.11%
16,708
+1,383
114
$2.1M 0.1%
39,101
-155
115
$2.05M 0.1%
14,300
116
$2.05M 0.1%
15,360
-338
117
$2.04M 0.1%
9,956
+351
118
$1.92M 0.1%
225,396
119
$1.91M 0.1%
17,007
-1,700
120
$1.87M 0.09%
9,844
+341
121
$1.84M 0.09%
17,037
+726
122
$1.84M 0.09%
16,660
+55
123
$1.79M 0.09%
11,460
-39,804
124
$1.78M 0.09%
23,391
+250
125
$1.77M 0.09%
50,218
-10,309
3 4
5
6 7