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
1326
$1K ﹤0.01%
5
1327
$1K ﹤0.01%
+10
1328
$1K ﹤0.01%
26
1329
$1K ﹤0.01%
+44
1330
$1K ﹤0.01%
+9
1331
$1K ﹤0.01%
+1
1332
$1K ﹤0.01%
+13
1333
$1K ﹤0.01%
24
1334
$1K ﹤0.01%
50
1335
$1K ﹤0.01%
+29
1336
$1K ﹤0.01%
65
1337
$1K ﹤0.01%
52
1338
$1K ﹤0.01%
+34
1339
$1K ﹤0.01%
+456
1340
$1K ﹤0.01%
63
1341
$1K ﹤0.01%
46
1342
$1K ﹤0.01%
75
1343
$1K ﹤0.01%
31
1344
$1K ﹤0.01%
93
1345
$1K ﹤0.01%
10
-19
1346
$1K ﹤0.01%
22
1347
$1K ﹤0.01%
30
1348
$1K ﹤0.01%
10
1349
$1K ﹤0.01%
15
1350
$1K ﹤0.01%
66