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
$2.22B
AUM Growth
+$211M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.54M
3
+$8.36M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.97M
5
HES
Hess
HES
+$5.24M

Top Sells

1
+$7.08M
2
+$5.27M
3
+$4.04M
4
LYB icon
LyondellBasell Industries
LYB
+$3.58M
5
EVRG icon
Evergy
EVRG
+$2.43M

Sector Composition

1 Industrials 21.75%
2 Technology 12.79%
3 Healthcare 9.29%
4 Financials 7.37%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$264K 0.01%
1,431
-11
327
$258K 0.01%
6,604
-3,124
328
$257K 0.01%
462
329
$254K 0.01%
8,039
330
$253K 0.01%
3,088
-164
331
$253K 0.01%
+463
332
$253K 0.01%
4,016
+46
333
$251K 0.01%
6,708
-2,200
334
$247K 0.01%
5,879
335
$247K 0.01%
+3,520
336
$244K 0.01%
+4,866
337
$242K 0.01%
10,000
338
$242K 0.01%
384
339
$239K 0.01%
3,085
-1,492
340
$236K 0.01%
+1,788
341
$233K 0.01%
1,804
342
$233K 0.01%
12,379
343
$229K 0.01%
+2,170
344
$228K 0.01%
3,549
-465
345
$228K 0.01%
4,113
-217
346
$226K 0.01%
2,907
-5,358
347
$225K 0.01%
+2,714
348
$225K 0.01%
+6,690
349
$225K 0.01%
+9,324
350
$223K 0.01%
+515
12 13
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