FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $2.94B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.22M
3
+$8.38M
4
PANW icon
Palo Alto Networks
PANW
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$7.33M

Top Sells

1
+$6.77M
2
+$4.37M
3
+$4.29M
4
MCD icon
McDonald's
MCD
+$4.09M
5
NVDA icon
NVIDIA
NVDA
+$3.57M

Sector Composition

1 Technology 18.85%
2 Industrials 16.29%
3 Financials 9.26%
4 Healthcare 8.12%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.17M 0.23%
+40,583
102
$6.07M 0.22%
216,967
-35,475
103
$5.84M 0.22%
40,450
+1,639
104
$5.83M 0.21%
42,580
+1,448
105
$5.62M 0.21%
26,658
+352
106
$5.58M 0.21%
23,659
-85
107
$5.49M 0.2%
52,791
-1,551
108
$5.44M 0.2%
67,079
+22
109
$5.43M 0.2%
53,564
+19,489
110
$4.93M 0.18%
39,074
-119
111
$4.79M 0.18%
61,578
-3,671
112
$4.76M 0.18%
5,602
-580
113
$4.61M 0.17%
104,853
-5,831
114
$4.54M 0.17%
23,355
+568
115
$4.45M 0.16%
38,082
+1,572
116
$4.37M 0.16%
23,961
+12,669
117
$4.11M 0.15%
15,282
+516
118
$3.99M 0.15%
24,301
+1,005
119
$3.9M 0.14%
98,163
+1,169
120
$3.76M 0.14%
104,293
+3,370
121
$3.6M 0.13%
104,069
+4,220
122
$3.6M 0.13%
32,682
+928
123
$3.38M 0.12%
26,573
+2,187
124
$3.32M 0.12%
50,661
+11,202
125
$3.29M 0.12%
27,843
+6,039
3 4
5
6 7