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
601
$43K 0.01%
+3,000
602
$43K 0.01%
+783
603
$43K 0.01%
+1,753
604
$42K 0.01%
+1,083
605
$42K 0.01%
+385
606
$42K 0.01%
+2,153
607
$41K 0.01%
+997
608
$41K 0.01%
+525
609
$41K 0.01%
+884
610
$41K 0.01%
+650
611
$41K 0.01%
+835
612
$40K 0.01%
+1,215
613
$40K 0.01%
+2,844
614
$40K 0.01%
+321
615
$40K 0.01%
+638
616
$40K 0.01%
+800
617
$39K 0.01%
+3,370
618
$39K 0.01%
+2,139
619
$39K 0.01%
+1,545
620
$39K 0.01%
+5,000
621
$39K 0.01%
+268
622
$39K 0.01%
+4,500
623
$39K 0.01%
+610
624
$39K 0.01%
+1,961
625
$38K 0.01%
+700
23 24
25
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