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
$1.39B
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1 +$8.19M
2 +$5.06M
3 +$4.67M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.5M
5
MFC icon
Manulife Financial
MFC
+$4.18M

Top Sells

1 +$15.7M
2 +$5.57M
3 +$5.05M
4
PANW icon
Palo Alto Networks
PANW
+$5.02M
5
AGN
Allergan plc
AGN
+$4.55M

Sector Composition

1 Industrials 28.79%
2 Financials 9.76%
3 Technology 8.58%
4 Healthcare 8.16%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$739K 0.05%
2,337
+143
177
$737K 0.05%
10,615
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178
$724K 0.05%
9,312
+22
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11,500
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5,619
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$697K 0.05%
9,780
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182
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4,593
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$679K 0.05%
28,185
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184
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185
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186
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187
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14,000
188
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20,046
189
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5,272
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190
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6,494
-45
191
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193
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194
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30,950
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195
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23,166
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196
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10,338
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197
$624K 0.04%
11,975
-1,180
198
$618K 0.04%
12,445
+6,300
199
$616K 0.04%
5,961
-213
200
$598K 0.04%
5,286
+27