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
551
$73K 0.01%
+2,100
552
$73K 0.01%
2,033
-1,049
553
$72K 0.01%
1,588
554
$72K 0.01%
1,020
555
$72K 0.01%
3,336
+1,221
556
$72K 0.01%
2,900
+1,700
557
$72K 0.01%
2,000
558
$72K 0.01%
777
-30
559
$71K 0.01%
+13,826
560
$70K 0.01%
2,932
-4
561
$70K 0.01%
4,874
+2,936
562
$70K 0.01%
1,616
563
$69K 0.01%
646
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564
$68K 0.01%
1,303
-101
565
$68K 0.01%
2,400
-510
566
$68K 0.01%
767
-307
567
$67K 0.01%
830
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568
$66K 0.01%
1,250
569
$66K 0.01%
2,004
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570
$66K 0.01%
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571
$66K 0.01%
1,773
-3
572
$65K 0.01%
2,599
+2,510
573
$65K 0.01%
1,591
-88
574
$65K 0.01%
1,492
-78
575
$64K 0.01%
606
+515
21 22
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