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
$936M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,498
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$4.23M
3
+$3.83M
4
FTV icon
Fortive
FTV
+$3.06M
5
DD icon
DuPont de Nemours
DD
+$2.99M

Top Sells

1
+$3.3M
2
+$2.9M
3
+$1.62M
4
MRK icon
Merck
MRK
+$1.47M
5
GE icon
GE Aerospace
GE
+$1.45M

Sector Composition

1 Healthcare 10.88%
2 Financials 10.8%
3 Technology 10.57%
4 Industrials 9.93%
5 Consumer Staples 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1K ﹤0.01%
22
+8
1227
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15
1228
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+11
1229
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51
1230
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22
1231
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29
1232
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14
1233
$1K ﹤0.01%
15
-3,006
1234
$1K ﹤0.01%
16
1235
$1K ﹤0.01%
65
1236
$1K ﹤0.01%
45
1237
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5
1238
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10
1239
$1K ﹤0.01%
44
1240
$1K ﹤0.01%
27
1241
$1K ﹤0.01%
34
1242
$1K ﹤0.01%
62
1243
$1K ﹤0.01%
65
1244
$1K ﹤0.01%
52
-2,705
1245
$1K ﹤0.01%
13
1246
$1K ﹤0.01%
57
1247
$1K ﹤0.01%
30
1248
$1K ﹤0.01%
31
1249
$1K ﹤0.01%
69
1250
$1K ﹤0.01%
+36
48 49
50
51 52