FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $2.94B
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$6.64M
3
+$5.99M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.49M
5
LYB icon
LyondellBasell Industries
LYB
+$4.77M

Top Sells

1
+$7.82M
2
+$5.33M
3
+$4.15M
4
HAL icon
Halliburton
HAL
+$3.01M
5
DD
Du Pont De Nemours E I
DD
+$2.67M

Sector Composition

1 Industrials 29.08%
2 Financials 9.82%
3 Technology 9.08%
4 Healthcare 7.95%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$248K 0.02%
7,300
+100
327
$246K 0.02%
4,725
328
$237K 0.02%
5,820
-3,860
329
$237K 0.02%
222
330
$237K 0.02%
1,588
+115
331
$236K 0.02%
8,777
-1,261
332
$232K 0.02%
3,154
-680
333
$231K 0.02%
5,550
-2,165
334
$231K 0.02%
2,541
-325
335
$230K 0.02%
+5,289
336
$229K 0.02%
4,500
337
$227K 0.02%
+8,993
338
$227K 0.02%
+1,912
339
$226K 0.02%
2,001
+174
340
$225K 0.02%
+1,341
341
$223K 0.01%
+4,080
342
$221K 0.01%
1,200
-3
343
$217K 0.01%
+1,566
344
$214K 0.01%
+2,881
345
$213K 0.01%
20,132
346
$212K 0.01%
+7,250
347
$212K 0.01%
8,430
348
$209K 0.01%
13,667
-6,000
349
$209K 0.01%
10,300
-904
350
$209K 0.01%
5,500
12 13
14
15 16