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
426
$87K 0.03%
+10,000
427
$86K 0.03%
+824
428
$86K 0.03%
+2,538
429
$86K 0.03%
+2,162
430
$85K 0.03%
+1,400
431
$85K 0.03%
+862
432
$85K 0.03%
+2,700
433
$85K 0.03%
+1,720
434
$84K 0.03%
+2,472
435
$84K 0.03%
+3,885
436
$84K 0.03%
+1,665
437
$84K 0.03%
+4,411
438
$84K 0.03%
+3,760
439
$83K 0.03%
+4,643
440
$83K 0.03%
+2,368
441
$83K 0.03%
+6,085
442
$83K 0.03%
+1,619
443
$82K 0.02%
+920
444
$82K 0.02%
+2,378
445
$81K 0.02%
+1,094
446
$81K 0.02%
+4,090
447
$81K 0.02%
+8,155
448
$81K 0.02%
+1,623
449
$81K 0.02%
+2,434
450
$80K 0.02%
+6,864
16 17
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