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
501
$65K 0.02%
+1,427
502
$65K 0.02%
+1,914
503
$65K 0.02%
+1,211
504
$64K 0.02%
+1,539
505
$64K 0.02%
+2,863
506
$64K 0.02%
+2,554
507
$64K 0.02%
+1,500
508
$64K 0.02%
+954
509
$64K 0.02%
+995
510
$64K 0.02%
+2,237
511
$64K 0.02%
+1,663
512
$63K 0.02%
+1,030
513
$63K 0.02%
+962
514
$63K 0.02%
+1,174
515
$63K 0.02%
+615
516
$63K 0.02%
+295
517
$63K 0.02%
+353
518
$61K 0.02%
+3,155
519
$61K 0.02%
+107
520
$59K 0.02%
+710
521
$59K 0.02%
+1,493
522
$59K 0.02%
+1,248
523
$58K 0.02%
+5,190
524
$58K 0.02%
+932
525
$58K 0.02%
+1,208