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
276
$202K 0.06%
+18,125
277
$198K 0.06%
+6,215
278
$196K 0.06%
+2,499
279
$195K 0.06%
+14,563
280
$193K 0.06%
+6,215
281
$193K 0.06%
+7,858
282
$192K 0.06%
+1,750
283
$192K 0.06%
+2,634
284
$190K 0.06%
+10,610
285
$188K 0.06%
+2,215
286
$187K 0.06%
+2,331
287
$185K 0.06%
+4,108
288
$184K 0.06%
+12,312
289
$182K 0.05%
+5,866
290
$181K 0.05%
+427
291
$179K 0.05%
+8,548
292
$179K 0.05%
+28,200
293
$176K 0.05%
+2,120
294
$173K 0.05%
+5,017
295
$170K 0.05%
+3,525
296
$169K 0.05%
+6,230
297
$169K 0.05%
+2,940
298
$168K 0.05%
+4,732
299
$167K 0.05%
+7,226
300
$166K 0.05%
+10,368
10 11
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