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
$1.25B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$229M
2
+$8.95M
3
+$8.17M
4
ABBV icon
AbbVie
ABBV
+$3.46M
5
MPC icon
Marathon Petroleum
MPC
+$3.22M

Top Sells

1
+$12.3M
2
+$4.41M
3
+$4.22M
4
ALL icon
Allstate
ALL
+$3.62M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.86M

Sector Composition

1 Industrials 26.61%
2 Financials 9.29%
3 Technology 8.43%
4 Healthcare 8.25%
5 Consumer Discretionary 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$160K 0.01%
5,203
-253
377
$159K 0.01%
+10,300
378
$158K 0.01%
16,350
379
$158K 0.01%
4,280
380
$158K 0.01%
4,500
381
$156K 0.01%
3,795
-625
382
$156K 0.01%
+17,500
383
$154K 0.01%
3,186
+1,172
384
$153K 0.01%
2,932
385
$152K 0.01%
8,070
-450
386
$152K 0.01%
5,111
-71
387
$151K 0.01%
7,672
-433
388
$151K 0.01%
127
389
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1,154
-45
390
$149K 0.01%
2,136
+1,800
391
$148K 0.01%
3,000
+2,680
392
$147K 0.01%
1,425
393
$147K 0.01%
2,450
-165
394
$144K 0.01%
5,000
395
$143K 0.01%
2,550
396
$142K 0.01%
4,769
+631
397
$142K 0.01%
11,024
-2,939
398
$141K 0.01%
882
-42
399
$139K 0.01%
1,453
+160
400
$139K 0.01%
2,838
-150
14 15
16
17 18