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
$2B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1 +$5.7M
2 +$5.28M
3 +$4.79M
4
BP icon
BP
BP
+$4.07M
5
QCOM icon
Qualcomm
QCOM
+$3.46M

Top Sells

1 +$6.61M
2 +$6.21M
3 +$4.06M
4
HPQ icon
HP
HPQ
+$3.67M
5
NFLX icon
Netflix
NFLX
+$3.37M

Sector Composition

1 Industrials 23.52%
2 Technology 10.89%
3 Financials 8.19%
4 Healthcare 7.65%
5 Consumer Discretionary 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$852K 0.04%
3,625
-54
177
$844K 0.04%
2,845
+49
178
$840K 0.04%
18,124
179
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4,000
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180
$834K 0.04%
65,172
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181
$832K 0.04%
4,633
182
$830K 0.04%
15,447
-2,263
183
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11,127
-89
184
$818K 0.04%
43,244
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185
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12,781
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186
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187
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6,536
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191
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11,757
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193
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194
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195
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8,068
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196
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39,444
197
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3,702
-1,254
198
$713K 0.04%
13,314
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199
$695K 0.03%
14,000
200
$684K 0.03%
8,970
-1,128