FNBT
FineMark National Bank & Trust Portfolio holdings
AUM $2.94B
1-Year Return
14.82%
This Quarter Return
+7.85%
1 Year Return
+14.82%
3 Year Return
+59.45%
5 Year Return
+122.03%
10 Year Return
+234.69%
AUM
$1.64B
AUM Growth
-$7.36M
(-0.45%)
Cap. Flow
-$130M
Cap. Flow
% of AUM
-7.9%
Top 10 Holdings %
Top 10 Hldgs %
43.9%
Holding
443
New
43
Increased
53
Reduced
209
Closed
109
Top Buys
| 1 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$14.4M |
| 2 |
Novartis
NVS
|
+$9.96M |
| 3 |
M&T Bank
MTB
|
+$5.05M |
| 4 |
Rio Tinto
RIO
|
+$4.98M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$4.7M |
Top Sells
| 1 |
Apple
AAPL
|
+$8.08M |
| 2 |
Leggett & Platt
LEG
|
+$7.5M |
| 3 |
Wells Fargo
WFC
|
+$7M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.94M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$6.88M |
Sector Composition
| 1 | Industrials | 27.07% |
| 2 | Technology | 10.38% |
| 3 | Financials | 9.23% |
| 4 | Healthcare | 7.45% |
| 5 | Consumer Discretionary | 5.17% |