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
451
$80K 0.02%
+1,501
452
$79K 0.02%
+1,083
453
$79K 0.02%
+1,663
454
$79K 0.02%
+1,186
455
$78K 0.02%
+3,050
456
$77K 0.02%
+2,200
457
$77K 0.02%
+1,000
458
$76K 0.02%
+2,160
459
$76K 0.02%
+2,299
460
$75K 0.02%
+2,276
461
$74K 0.02%
+1,600
462
$74K 0.02%
+6,599
463
$74K 0.02%
+1,600
464
$73K 0.02%
+6,386
465
$73K 0.02%
+2,257
466
$73K 0.02%
+4,000
467
$73K 0.02%
+896
468
$72K 0.02%
+5,076
469
$71K 0.02%
+1,538
470
$71K 0.02%
+954
471
$70K 0.02%
+1,474
472
$70K 0.02%
+8,000
473
$70K 0.02%
+829
474
$69K 0.02%
+1,284
475
$68K 0.02%
+1,974
17 18
19
20 21