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
1301
$1K ﹤0.01%
17
1302
$1K ﹤0.01%
90
1303
$1K ﹤0.01%
22
1304
$1K ﹤0.01%
14
1305
$1K ﹤0.01%
40
1306
$1K ﹤0.01%
190
1307
$1K ﹤0.01%
5
1308
$1K ﹤0.01%
13
-270
1309
$1K ﹤0.01%
29
1310
$1K ﹤0.01%
+24
1311
$1K ﹤0.01%
39
-186
1312
$1K ﹤0.01%
50
-2,123
1313
$1K ﹤0.01%
+24
1314
$1K ﹤0.01%
105
1315
$1K ﹤0.01%
52
1316
$1K ﹤0.01%
63
1317
$1K ﹤0.01%
75
1318
$1K ﹤0.01%
48
1319
$1K ﹤0.01%
31
1320
$1K ﹤0.01%
41
1321
$1K ﹤0.01%
173
1322
$1K ﹤0.01%
43
+12
1323
$1K ﹤0.01%
10
1324
$1K ﹤0.01%
15
-400
1325
$1K ﹤0.01%
66