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
476
$68K 0.02%
+11,699
477
$68K 0.02%
+1,638
478
$68K 0.02%
+4,500
479
$68K 0.02%
+2,342
480
$68K 0.02%
+1,093
481
$68K 0.02%
+830
482
$67K 0.02%
+5,220
483
$67K 0.02%
+1,421
484
$67K 0.02%
+1,500
485
$67K 0.02%
+870
486
$67K 0.02%
+2,406
487
$67K 0.02%
+915
488
$67K 0.02%
+4,522
489
$67K 0.02%
+4,841
490
$66K 0.02%
+1,333
491
$66K 0.02%
+908
492
$66K 0.02%
+700
493
$66K 0.02%
+2,079
494
$66K 0.02%
+3,796
495
$66K 0.02%
+219
496
$66K 0.02%
+782
497
$66K 0.02%
+2,610
498
$66K 0.02%
+1,023
499
$66K 0.02%
+2,533
500
$65K 0.02%
+4,080
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