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
201
$596K 0.04%
4,337
+27
202
$593K 0.04%
5,744
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203
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204
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206
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9,699
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207
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208
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209
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211
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212
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213
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5,478
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216
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48,580
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218
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219
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220
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221
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222
$503K 0.04%
8,713
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223
$500K 0.04%
3,475
224
$495K 0.04%
6,125
-236
225
$491K 0.04%
3,684
7 8
9
10 11