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
485
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
201
$926K 0.04%
31,164
+50
202
$923K 0.04%
7,044
-89
203
$923K 0.04%
12,164
-51
204
$915K 0.04%
18,459
-3,989
205
$913K 0.04%
23,837
206
$911K 0.04%
4,250
-812
207
$908K 0.04%
4,923
-198
208
$903K 0.04%
2,826
+120
209
$894K 0.04%
18,239
-140
210
$883K 0.03%
3,685
-1,082
211
$878K 0.03%
15,813
-1,990
212
$859K 0.03%
3,442
+51
213
$843K 0.03%
22,652
+4,924
214
$835K 0.03%
9,771
-420
215
$829K 0.03%
+9,064
216
$805K 0.03%
4,405
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217
$800K 0.03%
31,638
218
$796K 0.03%
10,028
+658
219
$795K 0.03%
14,000
220
$762K 0.03%
20,632
-67
221
$747K 0.03%
11,759
+117
222
$745K 0.03%
6,228
+382
223
$744K 0.03%
10,309
-2,305
224
$743K 0.03%
7,122
+57
225
$733K 0.03%
41,175
+99
7 8
9
10 11