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
$2.24B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$4.78M
3
+$4.09M
4
EEFT icon
Euronet Worldwide
EEFT
+$3.9M
5
AMT icon
American Tower
AMT
+$3.88M

Top Sells

1
+$9.46M
2
+$5.89M
3
+$5.7M
4
VLO icon
Valero Energy
VLO
+$5.59M
5
AAPL icon
Apple
AAPL
+$4.91M

Sector Composition

1 Industrials 27.53%
2 Technology 13.02%
3 Financials 8.09%
4 Healthcare 7.35%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.14M 0.1%
15,144
+1,000
127
$2.13M 0.1%
162,880
+480
128
$2.09M 0.09%
58,089
+2,145
129
$2.06M 0.09%
50,469
-13,804
130
$2.03M 0.09%
7,449
-2,088
131
$1.98M 0.09%
109,830
-42
132
$1.96M 0.09%
4,215
+55
133
$1.79M 0.08%
43,684
+10,814
134
$1.77M 0.08%
14,727
+377
135
$1.76M 0.08%
9,052
-10,671
136
$1.75M 0.08%
35,219
+3,730
137
$1.73M 0.08%
+147,270
138
$1.72M 0.08%
7,844
-94
139
$1.71M 0.08%
23,342
140
$1.69M 0.08%
15,325
+254
141
$1.65M 0.07%
29,231
-98,832
142
$1.64M 0.07%
29,616
-218
143
$1.63M 0.07%
30,120
-390
144
$1.61M 0.07%
21,386
+2,796
145
$1.6M 0.07%
29,808
+500
146
$1.59M 0.07%
22,008
147
$1.57M 0.07%
51,753
+1,644
148
$1.55M 0.07%
6,631
+68
149
$1.54M 0.07%
54,690
-209,355
150
$1.5M 0.07%
16,458
-165
4 5
6
7 8