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
651
$33K 0.01%
+470
652
$33K 0.01%
+2,785
653
$33K 0.01%
+1,000
654
$33K 0.01%
+1,523
655
$33K 0.01%
+47
656
$32K 0.01%
+198
657
$32K 0.01%
+546
658
$32K 0.01%
+920
659
$32K 0.01%
+2,311
660
$32K 0.01%
+404
661
$32K 0.01%
+679
662
$31K 0.01%
+2,100
663
$31K 0.01%
+910
664
$31K 0.01%
+2,416
665
$31K 0.01%
+495
666
$31K 0.01%
+848
667
$31K 0.01%
+1,000
668
$31K 0.01%
+913
669
$30K 0.01%
+452
670
$30K 0.01%
+495
671
$30K 0.01%
+250
672
$30K 0.01%
+3,783
673
$30K 0.01%
+823
674
$30K 0.01%
+560
675
$30K 0.01%
+1,000
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