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
151
$1.78M 0.07%
8,387
+300
152
$1.76M 0.07%
7,634
-27
153
$1.74M 0.07%
19,293
-2,380
154
$1.71M 0.07%
38,156
155
$1.67M 0.07%
147,670
+400
156
$1.64M 0.07%
21,503
+6,741
157
$1.62M 0.06%
10,197
-484
158
$1.61M 0.06%
52,238
-4,104
159
$1.58M 0.06%
8,436
+95
160
$1.57M 0.06%
3,510
-780
161
$1.56M 0.06%
44,014
+135
162
$1.56M 0.06%
10,069
-563
163
$1.53M 0.06%
31,928
-404
164
$1.53M 0.06%
18,504
-8,356
165
$1.51M 0.06%
5,007
+60
166
$1.5M 0.06%
7,086
+14
167
$1.48M 0.06%
14,689
+453
168
$1.47M 0.06%
6,080
-847
169
$1.46M 0.06%
12,084
-72
170
$1.46M 0.06%
11,203
-205
171
$1.44M 0.06%
3,476
-664
172
$1.42M 0.06%
5,985
-238
173
$1.39M 0.05%
77,400
-2,124
174
$1.38M 0.05%
17,834
-4,914
175
$1.37M 0.05%
13,759
+45
5 6
7
8 9