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
$766M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,524
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4M
3
+$2.05M
4
CSCO icon
Cisco
CSCO
+$2.03M
5
MRK icon
Merck
MRK
+$2.01M

Top Sells

1
+$2.11M
2
+$1.36M
3
+$1.2M
4
WFC icon
Wells Fargo
WFC
+$1.13M
5
CPRI icon
Capri Holdings
CPRI
+$971K

Sector Composition

1 Healthcare 13.1%
2 Technology 11.15%
3 Industrials 10.57%
4 Financials 10.54%
5 Energy 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$2K ﹤0.01%
22
1302
$2K ﹤0.01%
+34
1303
$2K ﹤0.01%
20
1304
$2K ﹤0.01%
45
1305
$2K ﹤0.01%
+44
1306
$2K ﹤0.01%
80
1307
$2K ﹤0.01%
118
1308
$2K ﹤0.01%
18
-24
1309
$2K ﹤0.01%
41
-27
1310
$2K ﹤0.01%
+39
1311
$2K ﹤0.01%
+115
1312
$2K ﹤0.01%
53
1313
$1K ﹤0.01%
+59
1314
$1K ﹤0.01%
266
-5
1315
$1K ﹤0.01%
+22
1316
$1K ﹤0.01%
15
1317
$1K ﹤0.01%
57
1318
$1K ﹤0.01%
51
1319
$1K ﹤0.01%
22
1320
$1K ﹤0.01%
+71
1321
$1K ﹤0.01%
162
+67
1322
$1K ﹤0.01%
14
1323
$1K ﹤0.01%
16
1324
– –
0
1325
$1K ﹤0.01%
167
51 52
53
54 55