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
326
$146K 0.04%
+2,626
327
$144K 0.04%
+1,674
328
$144K 0.04%
+1,231
329
$142K 0.04%
+3,216
330
$140K 0.04%
+2,604
331
$139K 0.04%
+5,784
332
$139K 0.04%
+7,757
333
$139K 0.04%
+4,500
334
$137K 0.04%
+3,426
335
$136K 0.04%
+10,000
336
$135K 0.04%
+1,966
337
$133K 0.04%
+2,391
338
$133K 0.04%
+5,472
339
$133K 0.04%
+5,400
340
$133K 0.04%
+2,109
341
$132K 0.04%
+3,772
342
$132K 0.04%
+5,061
343
$131K 0.04%
+2,006
344
$131K 0.04%
+3,001
345
$130K 0.04%
+1,131
346
$129K 0.04%
+3,111
347
$128K 0.04%
+3,049
348
$128K 0.04%
+1,241
349
$126K 0.04%
+1,408
350
$126K 0.04%
+500
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