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
$332M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.27M
3
+$7.93M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.85M
5
CVX icon
Chevron
CVX
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 11.9%
2 Energy 11.26%
3 Industrials 10.62%
4 Financials 9.7%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$261K 0.08%
+2,478
227
$260K 0.08%
+4,926
228
$260K 0.08%
+6,916
229
$258K 0.08%
+3,423
230
$256K 0.08%
+25,272
231
$254K 0.08%
+3,343
232
$253K 0.08%
+6,715
233
$252K 0.08%
+18,038
234
$248K 0.07%
+3,939
235
$248K 0.07%
+11,391
236
$248K 0.07%
+39,348
237
$244K 0.07%
+8,523
238
$244K 0.07%
+11,580
239
$244K 0.07%
+16,125
240
$243K 0.07%
+18,650
241
$242K 0.07%
+15,835
242
$239K 0.07%
+4,927
243
$238K 0.07%
+3,591
244
$238K 0.07%
+13,832
245
$237K 0.07%
+4,106
246
$235K 0.07%
+31,835
247
$235K 0.07%
+10,150
248
$235K 0.07%
+10,685
249
$234K 0.07%
+18,875
250
$234K 0.07%
+4,543
8 9
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