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
$625M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,475
New
Increased
Reduced
Closed

Top Buys

1 +$5.59M
2 +$3.44M
3 +$2.39M
4
CERN
Cerner Corp
CERN
+$1.93M
5
DYSL
Dynasil Corporation of America
DYSL
+$1.93M

Top Sells

1 +$1.28M
2 +$1.08M
3 +$1.05M
4
QCOM icon
Qualcomm
QCOM
+$1,000K
5
PAYX icon
Paychex
PAYX
+$749K

Sector Composition

1 Industrials 11.79%
2 Healthcare 11.72%
3 Energy 10.35%
4 Technology 10.08%
5 Financials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$2K ﹤0.01%
75
1252
$2K ﹤0.01%
48
1253
$2K ﹤0.01%
46
-610
1254
$2K ﹤0.01%
28
-300
1255
$2K ﹤0.01%
135
+63
1256
$2K ﹤0.01%
93
1257
$2K ﹤0.01%
35
1258
$2K ﹤0.01%
132
1259
$2K ﹤0.01%
110
1260
$2K ﹤0.01%
408
1261
$2K ﹤0.01%
342
1262
$2K ﹤0.01%
36
-18
1263
$2K ﹤0.01%
204
1264
$2K ﹤0.01%
73
1265
$2K ﹤0.01%
+73
1266
$2K ﹤0.01%
333
1267
$2K ﹤0.01%
200
1268
$2K ﹤0.01%
93
-235
1269
$2K ﹤0.01%
52
1270
$2K ﹤0.01%
186
1271
$2K ﹤0.01%
53
1272
$2K ﹤0.01%
16
1273
$2K ﹤0.01%
+85
1274
$2K ﹤0.01%
189
1275
$2K ﹤0.01%
39