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
$2.06B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.65M
3
+$3.33M
4
EVRG icon
Evergy
EVRG
+$3.02M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.85M

Top Sells

1
+$8.42M
2
+$5.81M
3
+$4.66M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.81M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.8M

Sector Composition

1 Industrials 28.23%
2 Technology 12.67%
3 Healthcare 7.81%
4 Financials 6.98%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$308K 0.01%
+4,860
277
$304K 0.01%
+2,700
278
$303K 0.01%
2,756
-210
279
$296K 0.01%
907
280
$295K 0.01%
+1,240
281
$293K 0.01%
6,088
282
$291K 0.01%
2,495
-273
283
$288K 0.01%
15,156
-2,936
284
$282K 0.01%
4,094
285
$281K 0.01%
7,752
+75
286
$279K 0.01%
+4,095
287
$276K 0.01%
842
-28
288
$276K 0.01%
5,600
289
$274K 0.01%
9,518
-323
290
$271K 0.01%
+3,588
291
$269K 0.01%
+1,130
292
$267K 0.01%
5,109
293
$267K 0.01%
5,672
-156
294
$267K 0.01%
7,505
-4,116
295
$266K 0.01%
8,880
296
$266K 0.01%
3,787
297
$264K 0.01%
2,059
298
$257K 0.01%
714
299
$256K 0.01%
8,325
-1,050
300
$254K 0.01%
4,891
-257
10 11
12
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