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
176
$756K 0.1%
6,202
-885
177
$703K 0.09%
13,468
-100
178
$701K 0.09%
14,705
+2,000
179
$694K 0.09%
22,944
-12
180
$689K 0.09%
19,918
-644
181
$685K 0.09%
8,962
182
$682K 0.09%
8,073
+55
183
$672K 0.09%
14,342
+22
184
$663K 0.09%
7,890
+600
185
$660K 0.09%
4,659
+39
186
$659K 0.09%
12,802
-110
187
$651K 0.09%
5,105
-108
188
$648K 0.08%
11,108
+9,438
189
$640K 0.08%
4,035
+16
190
$639K 0.08%
12,316
+373
191
$634K 0.08%
16,974
-338
192
$625K 0.08%
5,473
-73
193
$618K 0.08%
28,866
+228
194
$609K 0.08%
5,251
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195
$602K 0.08%
6,294
-11
196
$601K 0.08%
7,004
-1,932
197
$597K 0.08%
4,792
+3,088
198
$589K 0.08%
4,400
-230
199
$571K 0.07%
3,090
-1,142
200
$570K 0.07%
7,826
+142
6 7
8
9 10