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
$2.5B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$9.18M
3
+$8.41M
4
AMZN icon
Amazon
AMZN
+$6.58M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.22M

Top Sells

1
+$18M
2
+$10.2M
3
+$9.16M
4
BLK icon
Blackrock
BLK
+$8.34M
5
AAPL icon
Apple
AAPL
+$8.1M

Sector Composition

1 Industrials 21.71%
2 Technology 14.41%
3 Healthcare 8.23%
4 Financials 7.77%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.47M 0.22%
29,794
-4,527
102
$5.21M 0.21%
76,238
+3,279
103
$5.2M 0.21%
20,025
+1,095
104
$5.15M 0.2%
16,893
+743
105
$5.1M 0.2%
44,137
+1,933
106
$5.09M 0.2%
186,630
-4,420
107
$5.08M 0.2%
14,142
+270
108
$4.91M 0.19%
64,327
-7,995
109
$4.84M 0.19%
36,838
+1,739
110
$4.78M 0.19%
26,449
+1,276
111
$4.65M 0.18%
99,232
-5,938
112
$4.56M 0.18%
199,210
+22,007
113
$4.54M 0.18%
62,216
-3,349
114
$4.52M 0.18%
42,241
-1,024
115
$4.5M 0.18%
84,369
+1,022
116
$4.1M 0.16%
25,993
+20,089
117
$3.92M 0.16%
70,306
-392
118
$3.88M 0.15%
93,721
+6,119
119
$3.77M 0.15%
42,959
+1,871
120
$3.68M 0.15%
29,581
-19,752
121
$3.53M 0.14%
8,507
-172
122
$3.48M 0.14%
+58,871
123
$3.45M 0.14%
36,765
-2,029
124
$3.41M 0.14%
53,093
+3,079
125
$3.37M 0.13%
63,428
-116
3 4
5
6 7