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
476
$96K 0.01%
10,319
-3,780
477
$96K 0.01%
2,248
-45
478
$95K 0.01%
2,986
-122
479
$95K 0.01%
1,596
-64
480
$95K 0.01%
6,828
481
$94K 0.01%
5,666
+1,173
482
$94K 0.01%
2,452
+452
483
$94K 0.01%
3,050
484
$94K 0.01%
708
485
$94K 0.01%
1,502
-1,953
486
$93K 0.01%
2,030
487
$93K 0.01%
66
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488
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4,770
489
$92K 0.01%
3,717
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490
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2,599
-246
491
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492
$92K 0.01%
2,000
493
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494
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-204
495
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2,372
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496
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2,375
497
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1,615
-63
498
$90K 0.01%
1,887
-111
499
$89K 0.01%
2,080
+142
500
$89K 0.01%
33,640
-3,000
18 19
20
21 22