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
$741M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,644
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.76M
3
+$2.55M
4
CI icon
Cigna
CI
+$2.29M
5
GIS icon
General Mills
GIS
+$2.08M

Top Sells

1
+$7.98M
2
+$2.76M
3
+$2.18M
4
AMAT icon
Applied Materials
AMAT
+$1.64M
5
EL icon
Estee Lauder
EL
+$1.56M

Sector Composition

1 Healthcare 12.74%
2 Technology 11.46%
3 Financials 11.1%
4 Industrials 10.52%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$2K ﹤0.01%
+72
1227
$2K ﹤0.01%
120
-69
1228
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40
1229
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66
1230
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63
-15
1231
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+75
1232
$2K ﹤0.01%
+46
1233
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+48
1234
$2K ﹤0.01%
+87
1235
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40
1236
$2K ﹤0.01%
+95
1237
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200
1238
$2K ﹤0.01%
190
1239
$2K ﹤0.01%
167
1240
$2K ﹤0.01%
98
-910
1241
$2K ﹤0.01%
+70
1242
$2K ﹤0.01%
+30
1243
$2K ﹤0.01%
60
1244
$2K ﹤0.01%
43
1245
$2K ﹤0.01%
+70
1246
$2K ﹤0.01%
+76
1247
$2K ﹤0.01%
48
1248
$2K ﹤0.01%
78
-194
1249
$2K ﹤0.01%
108
1250
$2K ﹤0.01%
44
48 49
50
51 52