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
301
$165K 0.05%
+4,650
302
$165K 0.05%
+6,402
303
$164K 0.05%
+7,417
304
$164K 0.05%
+3,651
305
$163K 0.05%
+1,097
306
$161K 0.05%
+2,231
307
$161K 0.05%
+8,000
308
$159K 0.05%
+1,768
309
$158K 0.05%
+15,589
310
$158K 0.05%
+1,770
311
$157K 0.05%
+3,298
312
$156K 0.05%
+13,300
313
$156K 0.05%
+690
314
$155K 0.05%
+1,028
315
$153K 0.05%
+5,628
316
$153K 0.05%
+1,000
317
$152K 0.05%
+3,121
318
$150K 0.05%
+3,211
319
$150K 0.05%
+3,500
320
$150K 0.05%
+4,770
321
$150K 0.05%
+3,730
322
$148K 0.04%
+3,659
323
$147K 0.04%
+2,558
324
$147K 0.04%
+5,163
325
$147K 0.04%
+3,233
11 12
13
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