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
406
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
201
$684K 0.03%
8,970
-1,128
202
$682K 0.03%
3,304
+278
203
$671K 0.03%
7,840
+43
204
$646K 0.03%
23,160
-1,830
205
$629K 0.03%
34,062
+772
206
$629K 0.03%
4,904
-500
207
$628K 0.03%
9,100
-3
208
$624K 0.03%
4,011
+58
209
$621K 0.03%
2,342
+271
210
$616K 0.03%
5,850
-36
211
$615K 0.03%
10,540
-7
212
$613K 0.03%
10,405
-114
213
$585K 0.03%
23,100
-30
214
$576K 0.03%
3,233
215
$559K 0.03%
6,569
+336
216
$559K 0.03%
6,675
217
$554K 0.03%
94,160
+38,040
218
$553K 0.03%
5,957
+892
219
$548K 0.03%
9,857
+1,625
220
$544K 0.03%
9,699
+129
221
$540K 0.03%
40,381
+4,482
222
$533K 0.03%
11,073
-213
223
$532K 0.03%
8,708
+250
224
$527K 0.03%
5,557
225
$524K 0.03%
17,350
7 8
9
10 11