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
176
$1.33M 0.05%
28,974
-945
177
$1.32M 0.05%
20,800
-139
178
$1.28M 0.05%
15,100
+41
179
$1.2M 0.05%
5,709
+32
180
$1.19M 0.05%
10,874
+3,264
181
$1.19M 0.05%
31,650
-630
182
$1.17M 0.05%
+69,906
183
$1.17M 0.05%
61,636
-9,683
184
$1.15M 0.05%
15,197
-586
185
$1.14M 0.05%
4,257
+344
186
$1.13M 0.04%
52,776
-4,611
187
$1.1M 0.04%
25,517
188
$1.09M 0.04%
10,076
-1,407
189
$1.09M 0.04%
10,888
-1,029
190
$1.03M 0.04%
22,527
191
$1.03M 0.04%
43,402
+46
192
$1M 0.04%
7,329
+32
193
$967K 0.04%
6,982
-7,937
194
$964K 0.04%
5,244
195
$955K 0.04%
20,708
-3,725
196
$954K 0.04%
3,730
-505
197
$947K 0.04%
11,227
+1,689
198
$943K 0.04%
9,956
+1,246
199
$929K 0.04%
11,286
+273
200
$926K 0.04%
31,164
+50
6 7
8
9 10