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
676
$29K 0.01%
+1,000
677
$29K 0.01%
+1,009
678
$29K 0.01%
+690
679
$29K 0.01%
+155
680
$29K 0.01%
+660
681
$29K 0.01%
+3,000
682
$29K 0.01%
+1,080
683
$29K 0.01%
+263
684
$28K 0.01%
+442
685
$28K 0.01%
+601
686
$28K 0.01%
+676
687
$28K 0.01%
+500
688
$28K 0.01%
+400
689
$28K 0.01%
+745
690
$28K 0.01%
+756
691
$28K 0.01%
+428
692
$28K 0.01%
+930
693
$28K 0.01%
+3,473
694
$28K 0.01%
+1,446
695
$28K 0.01%
+583
696
$28K 0.01%
+419
697
$28K 0.01%
+500
698
$28K 0.01%
+1,000
699
$27K 0.01%
+750
700
$27K 0.01%
+760
26 27
28
29 30