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
$2.24B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$4.78M
3
+$4.09M
4
EEFT icon
Euronet Worldwide
EEFT
+$3.9M
5
AMT icon
American Tower
AMT
+$3.88M

Top Sells

1
+$9.46M
2
+$5.89M
3
+$5.7M
4
VLO icon
Valero Energy
VLO
+$5.59M
5
AAPL icon
Apple
AAPL
+$4.91M

Sector Composition

1 Industrials 27.53%
2 Technology 13.02%
3 Financials 8.09%
4 Healthcare 7.35%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.05%
+70,000
177
$1.04M 0.05%
10,626
+11
178
$1.03M 0.05%
25,517
179
$1.03M 0.05%
4,196
-140
180
$1.02M 0.05%
33,615
181
$1.01M 0.05%
12,808
-8,254
182
$1.01M 0.05%
42,200
+500
183
$998K 0.04%
+53,264
184
$987K 0.04%
19,571
+383
185
$985K 0.04%
+75,000
186
$979K 0.04%
6,788
-355
187
$974K 0.04%
4,380
-1,255
188
$974K 0.04%
6,547
-497
189
$957K 0.04%
16,393
190
$951K 0.04%
42,756
+108
191
$948K 0.04%
26,678
192
$927K 0.04%
9,028
-50
193
$927K 0.04%
3,786
-45
194
$920K 0.04%
7,206
+152
195
$917K 0.04%
2,667
+125
196
$914K 0.04%
6,781
+556
197
$908K 0.04%
37,196
+134
198
$862K 0.04%
10,513
+1,088
199
$860K 0.04%
+2,388
200
$842K 0.04%
13,713
-234
6 7
8
9 10