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
526
$80K 0.01%
1,015
+78
527
$80K 0.01%
1,369
-3
528
$80K 0.01%
1,450
+77
529
$80K 0.01%
5,291
+188
530
$79K 0.01%
646
-12
531
$79K 0.01%
1,061
532
$78K 0.01%
185
+175
533
$78K 0.01%
1,950
+1,575
534
$78K 0.01%
4,828
-820
535
$77K 0.01%
4,200
536
$77K 0.01%
+5,200
537
$76K 0.01%
987
-3,233
538
$76K 0.01%
4,735
539
$76K 0.01%
4,000
540
$76K 0.01%
2,688
-816
541
$75K 0.01%
1,110
-60
542
$75K 0.01%
3,855
-3,582
543
$75K 0.01%
9,000
544
$75K 0.01%
+2,875
545
$75K 0.01%
4,056
-176
546
$75K 0.01%
3,500
547
$74K 0.01%
4,626
548
$74K 0.01%
1,750
-1,000
549
$73K 0.01%
704
+131
550
$73K 0.01%
+1,555
20 21
22
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