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
351
$126K 0.04%
+2,470
352
$126K 0.04%
+4,000
353
$125K 0.04%
+39
354
$124K 0.04%
+2,751
355
$124K 0.04%
+4,423
356
$123K 0.04%
+1,571
357
$123K 0.04%
+3,076
358
$123K 0.04%
+2,248
359
$122K 0.04%
+4,334
360
$122K 0.04%
+2,088
361
$122K 0.04%
+8,932
362
$122K 0.04%
+15,000
363
$121K 0.04%
+3,021
364
$121K 0.04%
+3,254
365
$121K 0.04%
+3,306
366
$121K 0.04%
+12,589
367
$119K 0.04%
+2,926
368
$119K 0.04%
+3,839
369
$118K 0.04%
+4,996
370
$118K 0.04%
+5,380
371
$118K 0.04%
+3,536
372
$117K 0.04%
+6,744
373
$117K 0.04%
+2,015
374
$116K 0.03%
+4,403
375
$116K 0.03%
+739
13 14
15
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