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
551
$54K 0.02%
+1,760
552
$53K 0.02%
+1,639
553
$53K 0.02%
+2,206
554
$53K 0.02%
+685
555
$52K 0.02%
+614
556
$52K 0.02%
+536
557
$52K 0.02%
+6,093
558
$52K 0.02%
+2,068
559
$52K 0.02%
+1,481
560
$52K 0.02%
+304
561
$51K 0.02%
+1,324
562
$51K 0.02%
+1,193
563
$51K 0.02%
+1,407
564
$51K 0.02%
+429
565
$51K 0.02%
+5
566
$51K 0.02%
+74,205
567
$51K 0.02%
+1,031
568
$51K 0.02%
+640
569
$51K 0.02%
+1,000
570
$50K 0.02%
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571
$50K 0.02%
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572
$50K 0.02%
+2,000
573
$49K 0.01%
+977
574
$49K 0.01%
+2,845
575
$49K 0.01%
+456