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
$2B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1 +$5.7M
2 +$5.28M
3 +$4.79M
4
BP icon
BP
BP
+$4.07M
5
QCOM icon
Qualcomm
QCOM
+$3.46M

Top Sells

1 +$6.61M
2 +$6.21M
3 +$4.06M
4
HPQ icon
HP
HPQ
+$3.67M
5
NFLX icon
Netflix
NFLX
+$3.37M

Sector Composition

1 Industrials 23.52%
2 Technology 10.89%
3 Financials 8.19%
4 Healthcare 7.65%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.77M 0.09%
35,419
-12,364
127
$1.72M 0.09%
28,784
+3,153
128
$1.66M 0.08%
15,670
+1,300
129
$1.64M 0.08%
11,962
-16
130
$1.63M 0.08%
56,121
+1,800
131
$1.61M 0.08%
19,454
+62
132
$1.59M 0.08%
29,593
-121
133
$1.58M 0.08%
7,752
-188
134
$1.46M 0.07%
11,668
135
$1.45M 0.07%
14,126
-64,240
136
$1.44M 0.07%
8,289
137
$1.41M 0.07%
4,107
138
$1.4M 0.07%
11,257
-536
139
$1.38M 0.07%
21,277
+53
140
$1.37M 0.07%
4,224
+392
141
$1.36M 0.07%
25,517
142
$1.34M 0.07%
22,544
143
$1.34M 0.07%
17,235
+201
144
$1.3M 0.07%
23,342
-23,400
145
$1.28M 0.06%
7,666
-15
146
$1.26M 0.06%
33,156
147
$1.23M 0.06%
17,932
-296
148
$1.21M 0.06%
8,456
+1,680
149
$1.19M 0.06%
5,643
+168
150
$1.19M 0.06%
9,278
-9