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
26
$2.74M 0.83%
+61,334
27
$2.49M 0.75%
+41,168
28
$2.43M 0.73%
+32,460
29
$2.38M 0.72%
+41,851
30
$2.36M 0.71%
+30,506
31
$2.29M 0.69%
+26,137
32
$2.25M 0.68%
+24,589
33
$2.25M 0.68%
+174,674
34
$2.25M 0.68%
+13,898
35
$2.24M 0.67%
+29,611
36
$2.22M 0.67%
+57,050
37
$2.12M 0.64%
+104,080
38
$2.09M 0.63%
+45,756
39
$2.07M 0.62%
+50,148
40
$1.97M 0.59%
+32,280
41
$1.94M 0.58%
+59,748
42
$1.93M 0.58%
+38,244
43
$1.87M 0.56%
+40,080
44
$1.85M 0.56%
+25,739
45
$1.78M 0.54%
+20,740
46
$1.68M 0.51%
+67,635
47
$1.68M 0.5%
+97,928
48
$1.65M 0.5%
+30,297
49
$1.65M 0.5%
+23,924
50
$1.55M 0.47%
+54,022
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