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
626
$49K ﹤0.01%
2,778
627
$49K ﹤0.01%
1,339
-108
628
$49K ﹤0.01%
210
+10
629
$49K ﹤0.01%
4,992
-33,630
630
$49K ﹤0.01%
1,704
631
$49K ﹤0.01%
4,500
632
$48K ﹤0.01%
840
633
$48K ﹤0.01%
1,456
-69
634
$47K ﹤0.01%
278
635
$47K ﹤0.01%
1,127
+475
636
$47K ﹤0.01%
210
-400
637
$47K ﹤0.01%
545
-31
638
$47K ﹤0.01%
562
639
$47K ﹤0.01%
954
640
$46K ﹤0.01%
1,517
-750
641
$46K ﹤0.01%
1,750
642
$46K ﹤0.01%
1,015
643
$46K ﹤0.01%
600
-200
644
$45K ﹤0.01%
1,200
645
$45K ﹤0.01%
2,043
+471
646
$45K ﹤0.01%
+2,600
647
$45K ﹤0.01%
4,500
648
$45K ﹤0.01%
2,809
649
$45K ﹤0.01%
404
650
$45K ﹤0.01%
2,500
24 25
26
27 28