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
$2.5B
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$9.18M
3
+$8.41M
4
AMZN icon
Amazon
AMZN
+$6.58M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.22M

Top Sells

1
+$18M
2
+$10.2M
3
+$9.16M
4
BLK icon
Blackrock
BLK
+$8.34M
5
AAPL icon
Apple
AAPL
+$8.1M

Sector Composition

1 Industrials 21.71%
2 Technology 14.41%
3 Healthcare 8.23%
4 Financials 7.77%
5 Consumer Discretionary 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.36M 0.13%
26,219
+490
127
$3.21M 0.13%
179,730
-11,065
128
$3.18M 0.13%
32,439
-2,310
129
$3.15M 0.12%
50,230
-13,335
130
$2.95M 0.12%
22,200
+1,085
131
$2.83M 0.11%
4,789
+87
132
$2.78M 0.11%
10,025
-717
133
$2.62M 0.1%
20,999
+954
134
$2.61M 0.1%
4,539
+21
135
$2.57M 0.1%
11,278
-2,234
136
$2.46M 0.1%
30,540
+379
137
$2.38M 0.09%
45,928
-4,650
138
$2.34M 0.09%
12,211
-111
139
$2.28M 0.09%
17,287
-529
140
$2.16M 0.09%
46,295
-535
141
$2.14M 0.08%
16,734
+150
142
$2.09M 0.08%
50,708
+2,349
143
$2.07M 0.08%
6,892
+62
144
$2.06M 0.08%
39,340
+124
145
$2.02M 0.08%
109,912
+1,282
146
$1.99M 0.08%
19,492
147
$1.94M 0.08%
16,491
-424
148
$1.86M 0.07%
11,456
-885
149
$1.86M 0.07%
21,164
-1,435
150
$1.79M 0.07%
17,599
-1,164
4 5
6
7 8