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
$484M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,693
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$1.75M
3
+$1.4M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.23M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.23M

Top Sells

1
+$813K
2
+$558K
3
+$527K
4
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$496K
5
EVER
Everbank Financial Corp
EVER
+$367K

Sector Composition

1 Healthcare 11.81%
2 Industrials 11.22%
3 Energy 10.97%
4 Financials 10.25%
5 Technology 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$35K 0.01%
694
-54
677
$34K 0.01%
+2,119
678
$34K 0.01%
2
679
$34K 0.01%
500
680
$33K 0.01%
435
681
$33K 0.01%
382
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682
$33K 0.01%
400
683
$33K 0.01%
502
+151
684
$33K 0.01%
519
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685
$33K 0.01%
770
686
$33K 0.01%
1,500
687
$32K 0.01%
712
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688
$32K 0.01%
550
689
$32K 0.01%
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691
$32K 0.01%
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$32K 0.01%
1,000
693
$32K 0.01%
1,009
694
$32K 0.01%
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695
$32K 0.01%
1,126
696
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1,200
697
$31K 0.01%
436
698
$31K 0.01%
1,173
699
$31K 0.01%
2,500
700
$31K 0.01%
1,000
26 27
28
29 30