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
501
$89K 0.01%
1,732
-36
502
$89K 0.01%
1,764
503
$87K 0.01%
4,910
-250
504
$87K 0.01%
1,891
-96
505
$86K 0.01%
374
-46
506
$86K 0.01%
475
-53
507
$86K 0.01%
1,183
-119
508
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1,241
+14
509
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1,725
-19
510
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102
511
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1,656
-14
512
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2,333
+117
513
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8,064
514
$83K 0.01%
872
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515
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793
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516
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2,770
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517
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518
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519
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1,168
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520
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1,648
521
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3,100
-22
522
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+15,720
523
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220
524
$81K 0.01%
3,014
+446
525
$81K 0.01%
4,263
-334
19 20
21
22 23