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
$2.24B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$4.78M
3
+$4.09M
4
EEFT icon
Euronet Worldwide
EEFT
+$3.9M
5
AMT icon
American Tower
AMT
+$3.88M

Top Sells

1
+$9.46M
2
+$5.89M
3
+$5.7M
4
VLO icon
Valero Energy
VLO
+$5.59M
5
AAPL icon
Apple
AAPL
+$4.91M

Sector Composition

1 Industrials 27.53%
2 Technology 13.02%
3 Financials 8.09%
4 Healthcare 7.35%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.44M 0.15%
40,702
-717
102
$3.39M 0.15%
15,852
-1,602
103
$3.39M 0.15%
45,092
+3,551
104
$3.35M 0.15%
47,382
-4,997
105
$3.34M 0.15%
60,253
+49,970
106
$3.27M 0.15%
22,164
+19,669
107
$3.21M 0.14%
10,529
-5
108
$3.16M 0.14%
38,192
+11,714
109
$3.14M 0.14%
67,386
+815
110
$3.13M 0.14%
19,488
-1,777
111
$3.09M 0.14%
28,409
+24,692
112
$2.92M 0.13%
36,332
+11,986
113
$2.92M 0.13%
45,741
-2,183
114
$2.88M 0.13%
27,222
-100
115
$2.85M 0.13%
22,302
+392
116
$2.78M 0.12%
8
117
$2.76M 0.12%
134,402
-10,756
118
$2.72M 0.12%
15,228
+5,338
119
$2.68M 0.12%
11,108
-100
120
$2.35M 0.11%
20,650
-327
121
$2.35M 0.11%
95,590
+37,684
122
$2.33M 0.1%
6,195
-1,064
123
$2.23M 0.1%
8,289
124
$2.18M 0.1%
39,576
125
$2.18M 0.1%
19,817
+569
3 4
5
6 7