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FNBT

FineMark National Bank & Trust Portfolio holdings

AUM $3.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
-$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.1M
3
+$5.54M
4
UPS icon
United Parcel Service
UPS
+$5.26M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.1M

Top Sells

1
+$7.14M
2
+$3.15M
3
+$2.9M
4
C icon
Citigroup
C
+$2.73M
5
PWR icon
Quanta Services
PWR
+$2.61M

Sector Composition

1 Industrials 21.86%
2 Technology 13.41%
3 Healthcare 9.31%
4 Financials 6.69%
5 Consumer Discretionary 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17K ﹤0.01%
14,500
377
$13K ﹤0.01%
+1,563
378
$3K ﹤0.01%
4
379
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-723
380
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-407
381
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-2,027
382
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-5,131
383
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-545
384
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-1,900
385
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386
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387
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-4,870
388
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-1,201
389
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-2,662
390
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391
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-1,514
392
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393
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-20,000
394
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395
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396
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397
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398
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399
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400
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-5,646
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