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
$484M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$1.75M
3 +$1.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.23M

Sector Composition

1 Healthcare 11.81%
2 Industrials 11.22%
3 Energy 10.97%
4 Financials 10.25%
5 Technology 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$81K 0.02%
371
+8
477
$80K 0.02%
1,436
+15
478
$80K 0.02%
552
+25
479
$79K 0.02%
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-246
480
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+400
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1,103
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482
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482
483
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2,941
484
$77K 0.02%
1,200
-3,052
485
$76K 0.02%
1,500
486
$76K 0.02%
5,912
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487
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960
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488
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489
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$76K 0.02%
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498
$72K 0.01%
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500
$72K 0.01%
219