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
251
$234K 0.07%
+24,905
252
$234K 0.07%
+5,977
253
$234K 0.07%
+4,851
254
$232K 0.07%
+6,474
255
$227K 0.07%
+27,275
256
$226K 0.07%
+5,525
257
$223K 0.07%
+40,035
258
$221K 0.07%
+20,575
259
$220K 0.07%
+5,602
260
$219K 0.07%
+6,534
261
$218K 0.07%
+6,331
262
$218K 0.07%
+2,863
263
$215K 0.06%
+8,962
264
$215K 0.06%
+1,784
265
$213K 0.06%
+3,585
266
$212K 0.06%
+8,705
267
$211K 0.06%
+8,505
268
$208K 0.06%
+6,877
269
$207K 0.06%
+4,776
270
$207K 0.06%
+8,925
271
$206K 0.06%
+3,109
272
$206K 0.06%
+8,400
273
$204K 0.06%
+31,005
274
$204K 0.06%
+2,813
275
$203K 0.06%
+5,448
9 10
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