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
526
$58K 0.02%
+1,088
527
$58K 0.02%
+1,105
528
$57K 0.02%
+2,033
529
$57K 0.02%
+2,797
530
$57K 0.02%
+1,014
531
$57K 0.02%
+1,184
532
$57K 0.02%
+2,310
533
$57K 0.02%
+500
534
$57K 0.02%
+2,295
535
$57K 0.02%
+1,520
536
$56K 0.02%
+1,362
537
$56K 0.02%
+395
538
$56K 0.02%
+1,306
539
$56K 0.02%
+1,303
540
$55K 0.02%
+2,476
541
$55K 0.02%
+1,904
542
$55K 0.02%
+756
543
$55K 0.02%
+1,706
544
$55K 0.02%
+1,458
545
$55K 0.02%
+5,029
546
$54K 0.02%
+2,865
547
$54K 0.02%
+634
548
$54K 0.02%
+517
549
$54K 0.02%
+1,174
550
$54K 0.02%
+923
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