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
451
$108K 0.01%
3,398
+998
452
$107K 0.01%
+4,200
453
$107K 0.01%
1,262
454
$106K 0.01%
2,195
-92
455
$106K 0.01%
1,012
-100
456
$105K 0.01%
1,393
+493
457
$105K 0.01%
14,992
+500
458
$104K 0.01%
1,124
-73
459
$104K 0.01%
7,043
+16
460
$104K 0.01%
1,268
+680
461
$104K 0.01%
+1,500
462
$102K 0.01%
10,028
463
$101K 0.01%
+7,096
464
$101K 0.01%
+12,327
465
$100K 0.01%
6,000
466
$99K 0.01%
8,408
-493
467
$99K 0.01%
1,076
468
$99K 0.01%
1,164
469
$99K 0.01%
5,709
+4,479
470
$98K 0.01%
1,996
-491
471
$98K 0.01%
3,409
+2,269
472
$98K 0.01%
+1,974
473
$97K 0.01%
6,206
474
$97K 0.01%
2,432
-143
475
$97K 0.01%
1,031
17 18
19
20 21