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
$2.71B
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.22M
3
+$8.38M
4
PANW icon
Palo Alto Networks
PANW
+$7.57M
5
UNH icon
UnitedHealth
UNH
+$7.33M

Top Sells

1
+$6.77M
2
+$4.37M
3
+$4.29M
4
MCD icon
McDonald's
MCD
+$4.09M
5
NVDA icon
NVIDIA
NVDA
+$3.57M

Sector Composition

1 Technology 18.85%
2 Industrials 16.29%
3 Financials 9.26%
4 Healthcare 8.12%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.31M 0.05%
17,775
-896
177
$1.28M 0.05%
8,618
+996
178
$1.27M 0.05%
130,250
+750
179
$1.26M 0.05%
24,616
-2,100
180
$1.25M 0.05%
8,571
+357
181
$1.24M 0.05%
46,674
-1,977
182
$1.2M 0.04%
4,331
-65
183
$1.2M 0.04%
20,235
-1,600
184
$1.19M 0.04%
11,132
-2,733
185
$1.17M 0.04%
48,156
+5,000
186
$1.16M 0.04%
19,225
187
$1.15M 0.04%
3,594
188
$1.14M 0.04%
3,627
+100
189
$1.14M 0.04%
12,949
-512
190
$1.11M 0.04%
38,236
-8,993
191
$1.11M 0.04%
6,995
-1,632
192
$1.11M 0.04%
3,695
+29
193
$1.1M 0.04%
55,392
-540
194
$1.07M 0.04%
31,902
+1,549
195
$1.07M 0.04%
12,050
+1,199
196
$1.05M 0.04%
12,036
+20
197
$1.05M 0.04%
8,692
-44
198
$1.04M 0.04%
4,316
+963
199
$1.04M 0.04%
3,154
-66
200
$1.02M 0.04%
4,286
-660
6 7
8
9 10