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
376
$115K 0.03%
+2,746
377
$115K 0.03%
+16,550
378
$114K 0.03%
+2,413
379
$114K 0.03%
+3,699
380
$114K 0.03%
+7,340
381
$114K 0.03%
+3,207
382
$111K 0.03%
+2,000
383
$107K 0.03%
+1,625
384
$106K 0.03%
+737
385
$105K 0.03%
+2,038
386
$105K 0.03%
+2,840
387
$104K 0.03%
+9,084
388
$103K 0.03%
+975
389
$102K 0.03%
+1,233
390
$102K 0.03%
+1,187
391
$101K 0.03%
+1,332
392
$100K 0.03%
+1,647
393
$100K 0.03%
+2,932
394
$99K 0.03%
+1,932
395
$99K 0.03%
+10,077
396
$98K 0.03%
+2,595
397
$98K 0.03%
+2,559
398
$98K 0.03%
+1,599
399
$97K 0.03%
+2,500
400
$95K 0.03%
+1,361
14 15
16
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