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
1401
$1K ﹤0.01%
75
-64
1402
$1K ﹤0.01%
+6
1403
$1K ﹤0.01%
30
-200
1404
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30
+6
1405
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27
-371
1406
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42
1407
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6
1408
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14
1409
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20
1410
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22
-26
1411
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5
1412
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100
1413
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75
1414
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17
1415
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22
1416
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+23
1417
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10
1418
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+75
1419
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+3
1420
$1K ﹤0.01%
18
-250
1421
– –
-500
1422
– –
-818
1423
– –
-19
1424
– –
-1,010
1425
– –
-884
55 56
57
58 59