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
576
$49K 0.01%
+1,066
577
$48K 0.01%
+5,884
578
$48K 0.01%
+3,800
579
$47K 0.01%
+980
580
$47K 0.01%
+3,408
581
$47K 0.01%
+6,176
582
$47K 0.01%
+3,382
583
$46K 0.01%
+1,088
584
$46K 0.01%
+772
585
$46K 0.01%
+483
586
$46K 0.01%
+1,500
587
$46K 0.01%
+1,254
588
$45K 0.01%
+610
589
$45K 0.01%
+557
590
$45K 0.01%
+1,731
591
$45K 0.01%
+430
592
$45K 0.01%
+775
593
$45K 0.01%
+48
594
$45K 0.01%
+575
595
$45K 0.01%
+985
596
$45K 0.01%
+664
597
$44K 0.01%
+899
598
$44K 0.01%
+1,945
599
$44K 0.01%
+2,192
600
$43K 0.01%
+1,288
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