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
126
$1.45M 0.19%
36,671
-3,050
127
$1.44M 0.19%
33,142
+2,855
128
$1.43M 0.19%
21,889
-112
129
$1.43M 0.19%
13,485
-94
130
$1.39M 0.18%
16,397
-935
131
$1.38M 0.18%
14,945
+6,512
132
$1.36M 0.18%
25,854
-4,954
133
$1.31M 0.17%
8,193
+1,270
134
$1.26M 0.16%
9,334
-286
135
$1.26M 0.16%
29,720
-1,040
136
$1.22M 0.16%
63,236
137
$1.22M 0.16%
12,296
-512
138
$1.2M 0.16%
36,117
+9,139
139
$1.19M 0.16%
+53,173
140
$1.14M 0.15%
38,130
+1,075
141
$1.13M 0.15%
8,632
-1,180
142
$1.11M 0.15%
10,464
-646
143
$1.1M 0.14%
41,208
-33,720
144
$1.1M 0.14%
10,151
+4,995
145
$1.1M 0.14%
41,796
-3,962
146
$1.08M 0.14%
200,250
147
$1.04M 0.14%
62,586
-12,464
148
$1.03M 0.14%
40,030
+2,615
149
$1.02M 0.13%
26,954
150
$1.01M 0.13%
24,700
+1,753
4 5
6
7 8